 |
|
|
|
|
December 15th, 2015 |
|
|
|
ASK THE EXPERTS
|
| Many 403(b) plan sponsors, and small ones especially, could use some help with fiduciary duties, a survey finds.Read more > |
|
|
Bill Aims to Improve Women’s RetirementThe Women’s Pension Protection Act increases spousal protections and improves retirement plan coverage for long-term part-time workers, among other things.Read more > | Change in Fiduciary Rule Process Could Happen SoonLawmakers are proposing that efforts to deter the DOL’s fiduciary rule should be included in a must-pass budget proposal.Read more > | Sponsored message from MetLifeLooking for alternatives for your defined contribution retirement plan?
Visit the Stable Value Educational Hub.Read more > | Can 10-Year Averaging Be Used for 403(b) Distributions?“I work in the benefits office of a university that sponsors a 403(b) retirement plan. Recently, one of our oldest professors decided to retire, and wishes to withdraw his retirement plan account balance in a lump-sum. His tax adviser informed him that the distribution qualifies for something called ‘10-year averaging’ that lowers the taxes he would pay on the distribution, but I’ve never heard of such a thing! Do the Experts know anything about this?”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 may 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. |
|
|
|
|
|
|
