 |
|
|
|
|
February 28th, 2017 |
|
Americans Support Advantages of DC PlansThe vast majority (89%) of all households disagree with the statement that the “government should take away the tax advantages of defined contribution (DC) accounts,” and 90% “disagree with the idea of reducing the amount that individuals can contribute to DC accounts,” according to a study from the Investment Company Institute (ICI).Read more > |
|
Employers Shifting to Programs That Include Financial Well-BeingEmployers are almost unanimously shifting to an approach of total “well-being” that includes emotional and financial well-being, rather than the traditional approach, which only addressed physical health, according to a survey from Shortlister of the well-being subject matter experts at the nation’s top employee benefits consultants.Read more > |
|
ICMA-RC Provides Materials for America Saves WeekICMA-RC is recognizing America Saves Week, February 27 to March 4, 2017, by publishing an educational website for novice investors working for public-sector employers.Read more > |
|
|
ASK THE EXPERTS
|
Rolling from a 403(b) Plan to a 401(a) Plan“We are a large controlled group with some entities eligible to sponsor a 403(b) plan, and some not. We are going to be transferring a group of employees from an entity that has a 401(a) and 403(b) plan to an entity that can only maintain a 401(a) plan. Can we move the 401(a) and 403(b) plan monies of their current 501(c)(3) employer to the 401(a) plan of their new employer?”Read more > |
|
|
|
|
|
|
|
|
|
