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PLANSPONSOR BLINESs LOGO December 31st, 2019
Information & Insights for the 403(b) Community
Evolving Your Financial Wellness Program in 2020
Evolving Your Financial Wellness Program in 2020
By including the right elements in a financial wellness program, employers can help employees squirrel away more emergency and retirement savings.
A Background on Retirement Plan Cyber Crimes and How to Mitigate Them
Plan sponsors need to understand how vulnerable retirement plan and participant data is to cyberattacks, and know what they, providers and participants can do to mitigate the risk.
Ask the Experts
Effect of Churches Accidentally Filing Form 5500
“I work with church secondary school that accidentally filed a Form 5500 in 2018. Furthermore, they did not attach an audit report, even though the plan has over 100 participants, nor did they state that the plan maintained a fidelity bond, since the plan does not maintain such a bond. Are there any consequences to this action taken by the school? Will they now need to secure plan audits and a fidelity bond?”
How the SECURE Act Will Impact 403(b) Plans
Sponsors can distribute assets from a 403(b)(7) custodial account, along with other measures.
ERISA Lawsuits and Decisions that Defined 2019
The year delivered major settlements and decisions in retirement-plan focused lawsuits, including some precedent-setting appellate and Supreme Court rulings.
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