 |
|
|
|
|
January 12th, 2016 |
|
|
|
ASK THE EXPERTS
|
| Following a trend, the Diocese of Fall River, Massachusetts, froze its pension plan for all employees as of the end of 2015.Read more > |
|
|
| Endowment Index Sees First DeclineThe index was established as a benchmarking tool for investors in globally-diversified, multi-asset portfolios that include alternative investments.Read more > | Barry’s Pickings: The DOL’s AgendaAs the Obama administration heads for the finish line, the Department of Labor (DOL) is, in the face of widespread opposition, driving an agenda aimed at reducing private-sector involvement in the U.S. retirement system.Read more > | Guidance Shows Anticipation of 403(b) Pre-Approved PlansThe IRS has issued updated procedures for requesting letter rulings and has made changes to VCP fees.Read more > | HUB International Hires Retirement Plan SpecialistJasper Mallard has joined HUB International Investment Services as a retirement plan specialist in its Santa Barbara office. He will serve the tri-county area and be responsible for advising HUB’s current and future clients on investment and retirement services, including 401(k), 403(b) and other investment-related programs.Read more > | Is the Form 5500 Extension Deadline Extended?“I heard that there was an additional month added to the extended deadline for Form 5500 filings, so that calendar year returns are now due November 15th instead of October 15th for calendar year plans that request an extension. Is this true?”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. |
|
|
|
|
|
|
