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April 9th, 2024
Information & Insights for the 403(b) Community
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Know Your DC Plans
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Tax-exempt, church and governmental employers have a wide range of considerations when picking what retirement plan, or plans, to offer. 
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DOL Finalizes QPAM Rule
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Qualified professional asset managers can now be disqualified for foreign convictions and domestic non-prosecution agreements.
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Ask the Experts
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Are Roth Excess Deferrals Taxed Twice?
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Q: I read your Ask the Experts column on Roth Excess Deferrals, and was a bit confused. I had a 2023 Roth excess deferral that was distributed in early 2024. The column indicates that the deferrals “are taxable solely in the calendar year contributed” which, to me, means that my Roth excess deferral would be taxable as income to me on my 2023 tax return. But my excess Roth deferral was already taxed, as Roth contributions are after-tax, not pretax. Would I be taxed twice on my Roth excess deferral in 2023?
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2024 HSA Conference
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Health savings accounts offer an opportunity to meet employees’ health care coverage, financial wellness and retirement readiness needs. As employers are thinking about benefits changes for the next open enrollment, now is the time to consider the role HSAs can play in meeting plan sponsor and participant goals. Join the PLANSPONSOR Health Savings Account Livestream, April 10 to April 11.
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