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August 11th, 2015 |
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IRS Webcast Reveals Compliance Unit ActivitiesThe Internal Revenue Service (IRS) is inviting
the public to a webcast, “Employee Plans Compliance Unit (EPCU) Updates.”Read more > | How to Treat Lawsuit Awards and SettlementsWhen a defined contribution (DC) retirement plan
is awarded damages or receives a settlement from a lawsuit, it is incumbent on
the plan administrator to figure out how to award the funds to participants.Read more > | Firm Introduces ‘Frugal’ 3(38) Fiduciary ServiceSmall-plan clients can now receive fiduciary
investment advice at a “frugal price,” says Frugal Financial Retirement Plan
Services.Read more > | Adding Roth When After-Tax Already Exists“We
are considering adding Roth contributions to our 403(b) plan. However, the plan
currently allows for employee after-tax contributions. Should I replace the
after-tax contributions with Roth or simply allow them to exist side-by-side?”Read more > | | David Levine and David
Powell with Groom Law Group, and Michael A. Webb, vice
president, Retirement Plan Services, Cammack Retirement Group, will field your questions
concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers will be
printed in future (b)lines. This feature is to provide general
information only, does not constitute legal advice, and cannot be used or
substituted for legal or tax advice. |
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