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August 18th, 2017 |
| Selecting and MonitoringSo you’ve finally decided it’s time for a new recordkeeper. For the retirement plan committee, selecting a recordkeeper—really, all service providers for the plan—is an ongoing fiduciary duty. Here, experts discuss these and other issues that should be considered when selecting and monitoring your recordkeeper.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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IRS Seeks Suggestions for PresentationThe Internal Revenue Service (IRS) is developing a presentation about the pre-approved plans opinion letter program and would like input about what to include. Last month, the IRS issued Revenue Procedure 2017-41, which sets forth the procedures for issuing opinion letters regarding the qualification in form of pre-approved plans under Sections 401, 403(a), and 4975(e)(7) of the Internal Revenue Code.Read more > |
| US SIF Offers Guide to Including Sustainable Investments in DC PlansAlong with practical tips and suggestions, the guide provides links to additional resources plan sponsors can leverage.Read more > |
| Morningstar Tool Weighs Investment and Billed Plan ExpensesPaul Ellenbogen, head of global regulatory solutions at Morningstar, says the latest cost benchmarking solution from his firm will supply “valuable baseline information when comparing a qualified plan with a possible individual retirement account (IRA) rollover.”Read more > |
| Break From the Grind: Many Regret Leaving a Former JobNearly one-quarter (23%) of workers polled said they have regrets about leaving their former job, according to a survey from staffing firm Accountemps. Sixty-three percent of workers would consider returning to a former employer, but it would take certain things for them to do so.Read more > |
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