A new research report
suggests public school teachers would not choose a DC retirement plan over a DB
retirement plan without powerful incentives.Read more >
The Internal Revenue Service (IRS) says a common
mistake it has encountered when employers have a Roth feature in their 401(k),
403(b) or governmental 457(b) plans, is that the employer does not follow the
employee’s election as to whether deferrals are pre-tax or after-tax.Read more >
For Employee Retirement Income Security Act (ERISA)
plan sponsors with more than 100 participants, one of the most important
fiduciary duties is to ensure the plan receives a quality and independent
annual financial audit.Read more >
An interactive Retirement Wellness Planner from
The Principal Financial Group helps users manage, visualize and plan for their
retirement savings goals.Read more >
“I
received reports from our plan vendor that appear to indicate several of our
403(b) plan participants who have turned age 70 1/2 and no longer work for us
have not received their required minimum distribution. Should I be concerned?”Read more >
ASK THE EXPERTS
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