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Information & Insights for the 403(b) Community
IRS Issues NPRM for Qualified Plan Loan Offset Amounts
The Tax Cuts and Jobs Act provided for an extension of the period a retirement plan participant has to roll over plan loan offset amounts in certain cases.
DOL Releases Interim Final Rule on Lifetime Income Illustrations
The interim final rule includes assumptions plan administrators must use to calculate estimated lifetime benefit payments to be included on retirement plan participant statements.
Ask the Experts
Email rebecca.moore@issgovernance.com
with subject line “Ask the Experts.”
DOL Issues NPRM on PEP Provider Registration
Providers of pooled employer plans (PEPs) must first register with the DOL before plans can begin operating.
Almost Half of Retirees Cannot Maintain Spending
Those who failed to preserve spending were also more likely to owe mortgage payments, choose lump-sum annuity options and claim Social Security benefits before age 62. 
GAO Explores Reasons for Women’s Retirement Insecurity
The report was requested by U.S. Senators to inform public policy to improve women's retirement security.
Security Benefit Introduces Mobile App for Retirement Plan Participants
The firm says it is trying to bring the services and technological conveniences typically offered to large plans to the smaller 401(k) and 403(b) market.
More Americans Considering Move From the U.S.
Election uncertainty and financial challenges caused by the COVID-19 pandemic are a couple reasons International Living says it has seen a more than five-fold increase in traffic to coverage about planning a move.
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