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Information & Insights for the 403(b) Community
2020 Recordkeeping Survey
2020 Recordkeeping Survey
The 2020 PLANSPONSOR Recordkeeping Survey is compiled from self-reported data submitted by recordkeepers of defined contribution (DC) plans. The results represent over $8.2 trillion in DC assets and, based on internal analysis, are estimated to account for 90% of the total DC market.
2020 PLANSPONSOR National Conference
With the unprecedented events of this year, the retirement plan community needs to work together to help individuals with their future finances now more than ever. PLANSPONSOR is excited to bring together a unique cross section of the retirement plan industry in its first virtual PLANSPONSOR National Conference! Whether you are new as a retirement plan sponsor or have years of experience, whether you work on the finance, treasury or human resource (HR) side of the plan, and whether your workforce has been hit hard by the events of this year or fared relatively well, the 2020 PLANSPONSOR National Conference has something for you! Join us live from September 21 through September 25!
Ask the Experts
Clarification of the Legislative Changes Made for RMDs
“With the avalanche of guidance on required minimum distributions lately, from the SECURE Act to the CARES Act and beyond, I am now thoroughly confused as to when minimum distributions are due, and for whom. Without confusing me, can the Experts provide a simple response in this regard?”
IRS Updates Model Rollover Notices to Reflect SECURE Act Changes
The notice also clarifies that plan administrators are not required to provide a Section 402(f) notice to a recipient of a coronavirus-related distribution created by the CARES Act.
What Is Fair and Reasonable?
Per-participant pricing is the way to go with recordkeeping fees.
Overwhelming Majority Doesn’t Have Emergency Savings to Last Six Months
More than half of Americans are earning half or less than half of their pre-pandemic income, and 31% have lost their entire income, a FlexJobs and Prudential survey has revealed.
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