The oldest members of
Generation X are turning 50 in 2015, and there is a significant problem that
plan sponsors and advisers can help with.Read more >
A federal district court has found the defined
benefit (DB) retirement plan of Advocate Health Care Network and its
subsidiaries is not a “church plan” under the Employee Retirement Income
Security Act (ERISA).Read more >
“I
work at a private university and we recently had an employee who had a 403(b)
and 457(b) plan account with us leave for another private university. He wants
to move all of his funds to his new university plans. We have no issues with
the 403(b) plan, but are having difficulty accommodating his request for the
457(b) plan since rollovers are not permitted from that plan. Is there any
other way to accommodate his request?”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
