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Information & Insights for the 403(b) Community
2021 ERISA Plan Compliance Calendar
2021 ERISA Plan Compliance Calendar
A schedule to help plan sponsors track important due dates for their plan
Physical Presence Requirement Relief Extended Through June
The relief is for retirement plan participant elections and spousal consent required to be witnessed by a plan representative or a notary public.
Ask the Experts
QNEC for a Prior Year and the 415 Limit
“We made a qualified nonelective contribution (QNEC) in 2020 to correct a missed 403(b) deferral opportunity for one of our employees in 2019. Is the QNEC considered to be a 2019 or a 2020 contribution for 415 limit purposes? Also, since we are making up for a missed elective deferral opportunity, does the QNEC count toward the 402(g) elective deferral limit?”
Partial Plan Termination Relief Provided in New Stimulus Bill
The legislation also includes rules for qualified disaster relief payments and extends some provisions of the CARES Act.
Less Than Two Weeks Left!!
Nominations for the 2021 Plan Sponsor of the Year awards are open, and the deadline for entries in January 13.
Financial Wellness Programs Need to Include a Way to Measure Success
There are specific metrics that can be measured via data and employee and employer surveys.
TSA Consulting Group Joins USRBP
U.S. Retirement & Benefits Partners specializes in K-12, governmental, corporate and nonprofit retirement plans.
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