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December 16th, 2016 |
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The Case for the Traditional K-12 403(b) ModelRecently, articles in the New York Times focused on what it called problems with 403(b) plans for K-12 public school districts. Ellie Lowder, tax-exempt and governmental plan consultant at TSA Consulting and Training Services, notes that elements of the traditional model for K-12 403(b) plans provide motivation to participate and needed financial help, but there is also room for moving to some lower-cost investment options in these plans.Read more > |
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Both the DOL and IRS Are Stepping Up Their AuditsIndustry experts share red flags and focuses of DOL and IRS scrutiny of retirement plans.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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