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April 7th, 2017 |
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AXA Offers New Solution for DC MarketplaceAXA Retirement 360 is an open architecture defined contribution (DC) mutual fund program designed for 401(k), 403(b), 457(b) and 401(a) plans. AXA Retirement 360 features access to the broad mutual fund marketplace as well as a non-mutual fund option for retirement certainty with the AXA Fixed Account through a group fixed annuity from AXA Equitable Life Insurance Company.Read more > |
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Not All CPA Plan Auditors Are the SameNearly three-quarters handle five or fewer retirement plan audits a year, and this can lead to costly errors.Read more > |
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ASK THE EXPERTS
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Groom Law Group and Cammack
Retirement Group will field your
questions concerning 403(b) plans
and regulations. Email rebecca.moore@strategic-i.com with Subject
Ask the Experts
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Barry’s Pickings Online: Roth-only?Michael Barry, president of the Plan Advisory Services Group, shares his thoughts about lawmakers’ consideration of making the current pre-tax retirement savings system an after-tax system.Read more > |
| DOL Moves Forward on Fiduciary Rule DelayThe Department of Labor (DOL) has announced that it is delaying the implementation of the fiduciary rule and related exemptions, including the Best Interest Contract (BIC) exemption, by 60 days. Rather than going into effect on April 10, as it stands now, the DOL says, beginning on June 9, advisers will still have to adhere to impartial, best interest investment recommendations, charge no more than reasonable compensation for their services and refrain from making misleading statements.Read more > |
| Reverse Mortgages As a Source of Retirement IncomeReverse mortgages make sense for retirees who wish to remain in their home, who need some additional income and who are not concerned about leaving the equity in their home to their heirs, says Wade Pfau, professor of retirement income at The American College of Financial Services in Bryn Mawr, Pennsylvania.Read more > |
| Auto Portability Could Boost Nation's Retirement Savings Wealth by $2TThe Employee Benefit Research Institute (EBRI) has joined the Bipartisan Policy Center in calling for a national, private-sector clearinghouse that could seamlessly handle rollovers from one plan to another.Read more > |
| Coalition to Defend Retirement Plan Tax IncentivesIndustry advocates and businesses have formed a coalition with the mission to expand Americans’ access to retirement plans and to protect its current tax incentives.Read more > |
| JMM CPA Offers New Approach to Retirement Plan AuditsThe team at JMM CPA has introduced a new approach to auditing retirement plans, designed to drive efficiency and quality into the process. The new approach to auditing a retirement plan is to perform testing on a quarterly basis.Read more > |
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