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Information & Insights for the 403(b) Community
Understanding the IRS’ New Pre-Audit Letter Program
Understanding the IRS’ New Pre-Audit Letter Program
Attorneys say plan sponsors have a couple of strong incentives to identify and correct any compliance failures upon receiving a pre-audit letter under a new IRS program.
PSNC 2022: Options to Help Participants Create/Manage Retirement Income
A discussion of the retirement income solutions plan sponsors can offer participants and how to decide which to adopt.
Ask the Experts
How does the Internal Revenue Code Apply to a 457(b) Plan?
"We are a private university that recently started a 457(b) plan. Our recordkeeper has informed us of an Internal Revenue Code section 4968 excise tax that would apply to our plan. Can the experts provide any details?"
Markup Scheduled for RISE & SHINE Act
Retirement security organizations, a nonprofit and the U.S. Chamber of Commerce have submitted comment letters on the discussion draft, which was released last month.
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