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August 15th, 2017 |
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ASK THE EXPERTS
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Having More Than One 403(b) Plan and Plan Type“Our non-union employees participate in a 403(b) plan that provides for employee deferrals and employer contributions. We treat this non-union plan as subject to the Employee Retirement Income Security Act (ERISA). Our union employees participate in an employee deferral only 403(b) plan. We treat this plan as not subject to ERISA. Is this two plan approach permissible?”Read more > |
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Lincoln Financial Group Hires Retirement Plan Services LeaderMolly Garrett has joined Lincoln Financial Group as senior vice president and head of operations for its Retirement Plan Services (RPS) business.Read more > |
| Teachers Tax Service Joins PlanMemberTeachers Tax Service based in Rancho Mirage, California, has affiliated with PlanMember Securities Corporation as PlanMember Financial Center. The move allows the organization to expand retirement-investment planning and financial education opportunities for educators and employees of non-profits in the Coachella Valley area.Read more > |
| Portfolio Evaluations Expands Leadership TeamJennifer Putney has joined Portfolio Evaluations (PEI) as director of Retirement Plans Consulting. She has practical knowledge surrounding Employee Retirement Income Security Act (ERISA), legislative and regulatory issues, as well as defined contribution plan design for 401(k), 403(b) and 457 plans.Read more > |
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