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February 16th, 2016 |
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ASK THE EXPERTS
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Higher education institutions that partner with retirement plan advisers or consultants have more effective retirement benefit programs.Read more > |
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Lincoln Financial Adds Sales DirectorRay Jambois has joined Lincoln Financial Group as sales director for the North Central region on its institutional retirement distribution team. Jambois is responsible for working with consultants and advisers who service the 401(k) and 403(b) markets.Read more > | Encourage Participants to Claim the Saver’s CreditRetirement plan sponsors can play an important role in raising awareness about the Saver’s Credit.Read more > | Moving to Limit Loans“Our plan currently allows for unlimited loans from a participant’s entire account balance. Due to concerns regarding overutilization, we are looking to restrict the number of loans that a participant may have outstanding. Any hints from the Experts as to how to best construct such a policy?”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. |
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