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PLANSPONSOR BLINESs LOGO April 9th, 2021
Information & Insights for the 403(b) Community
IRS Reveals Retirement Plan Compliance Initiatives
IRS Reveals Retirement Plan Compliance Initiatives
The agency plans to examine worker classifications, RMDs in large DB plans and participant loans, as well as do a compliance check about partial plan termination and partial vesting, among other things.
Vanguard Report Underscores the Power of Automatic Enrollment
Over time, 90% of participants who are automatically enrolled in their retirement plan increase their deferral rates, either through automatic escalation or on their own.
Ask the Experts
Email rebecca.moore@issgovernance.com
with subject line “Ask the Experts.”
Near-Retirees Flummoxed by Social Security Benefits
Respondents to a survey by MassMutual revealed certain topics they have questions about.
Health Care Plan Selection Can Hamper Retirement Savings
Voya finds that HDHPs paired with HSAs are often a more optimal choice for participants than PPOs.
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