Eighty-four percent of
Americans want a guaranteed monthly paycheck in retirement, but only 14% have
taken steps to ensure lifetime income with the purchase of an annuity,
according to the TIAA-CREF 2015 Lifetime Income Survey.Read more >
A federal appellate court found that beneficiary
designation forms were not ‘plan documents’ governing a plan administrator’s
award of benefits upon a retirement plan participant’s death.Read more >
The IRS revealed Form 5500 errors it found
during various compliance projects, which could cause a plan to be selected for
a compliance check.Read more >
Several advocacy organizations expressed
disapproval at the idea in President Obama’s proposed budget to limit the
amount savers may stash, pre-tax, in retirement accounts.Read more >
Independent retirement plan provider Northwest
Plan Services expands its business and services with the acquisition of CDM
Retirement Consultants.Read more >
CareerBuilder’s annual survey about worker
tardiness never fails to deliver some bizarre excuses.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
