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December 7th, 2018

IRS Provides Do-Over for 403(b) Plans Not Following Once-In-Always-In Condition

Industry comment letters argued that many 403(b) plan sponsors were unaware of the rule that once a part-time employee is eligible to make elective deferrals, he cannot be excluded from the plan in subsequent years.Read more >

Duke University 403(b) Plan Lawsuits Reportedly Settled

The docket reports for two lawsuits filed against the university say counsel for the plaintiffs and counsel for the university have reported the cases settled.Read more >
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

Reported Lack of Knowledge Indicates Need for More Financial Wellness Programs

Financial wellness programs are popular and sought after but are rarely offered as an employer-sponsored benefit, according to Corporate Insight’s 2018 Employee Financial Wellness Survey. Employees expressed concerns about budgeting, health care and emergency funds, and low levels of knowledge about financial and retirement topics were reported.Read more >

Janus Henderson Outlines Next-Generation Automatic Plan Features

Now that automatic and default features have gained widespread acceptance in defined contribution (DC) retirement plans, it may be time to consider additional steps to further enhance participant retirement preparedness. For example, Janus Henderson says employers should consider linking automatic escalation to retirement income replacement projections.Read more >

PBGC Asks for Information About DB Plans’ ERISA Coverage

One plan type for which coverage determinations are most frequently requested is church plans, according to the agency.Read more >

Nuveen Incorporates ESG Funds to Fixed-Income Lineup

Nuveen has added two actively-managed fixed income mutual funds to its responsible investing suite of funds, the TIAA-CREF Green Bond Fund (TGROX) and TIAA-CREF Short Duration Impact Bond Fund (TSDBX).Read more >

Break From the Grind: Company Holiday Parties a Way to Get Ahead?

Two-thirds (66%) of respondents say networking at holiday parties helps them get ahead in their career, and 90% say the event creates a stronger culture in their organization.Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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