Insurance Can Play a Part in Retirement Income Planning“Insurance is where
you can really provide a lot more benefit to employees,” says Stephen Locko
with ISN Network.Read more > |
Sponsored message from MassMutualEric Weitsma, SVP of Retirement Services, Sales and Worksite Education with MassMutual discusses Plan Health, Financial Wellness and the Convergence of Benefits with Alison Cooke Mintzer, Editor-in-Chief of PLANSPONSOR.Read more > |
Committee Suggests Additional Guidance for 403(b)sSeven years after Internal Revenue Service (IRS)
regulations were implemented, 403(b) plans still have trouble with compliance,
according to a report from the Internal Revenue Service (IRS) Advisory
Committee on Tax Exempt and Government Entities.Read more > |
Tips for Surviving an IRS Plan AuditAn HR director from Vanderbilt University shared
tips from her Internal Revenue Service (IRS) 403(b) plan audit experience with
attendees of the National Tax-Deferred Savings Association (NTSA) 403(b)
Summit.Read more > |
Fidelity Offers Fiduciary ServicesFidelity has launched Third-Party Fiduciary
Services, a program to help Employee Retirement Income Security Act (ERISA) retirement
plan advisers and sponsors with the selection and monitoring of investments.Read more > |
Can the 15-Year Catch Up Be Phased Out?“I
just read the June 30th Ask the Experts Column about 15-year catch-up, and had
a question about final paragraph of the article. Would not the “phasing out” of
a catch up election, where existing users are permitted to exhaust the catch-up
but new elections would be prohibited, violate universal availability?”Read more > |
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ASK THE EXPERTS
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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
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