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Information & Insights for the 403(b) Community
Staying­ the Course
Staying­ the Course
Plan before implementing any coronavirus-related distribution provisions.
COVID-19 Compliance Corner: The Waiver of 2020 Required Minimum Distributions
Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19 pandemic that affect retirement and health plan sponsors.
Ask the Experts
Options for Terminated Employees With Outstanding Loans
“I am switching between employers that both sponsor 403(b) plans. However, I have an outstanding loan and need to repay it in its entirety or the outstanding loan balance will be 2020 taxable income for me. Because of the COVID-19 pandemic, I do not have the means to pay off the loan. Is there any guidance that the Experts can offer?”
DOL Position on ESG Investing May Soon Shift (Again)
A forthcoming proposed regulation from the DOL is expected to address the topic of environmental, social and governance (ESG) themed investing in the context of tax-qualified retirement plans.
Investors Saved Nearly $6 Billion in Fund Fees in 2019
The average expense ratio decreased to 0.45% from 0.48% the year before, according to Morningstar.
OneAmerica Announces Latest Hires to Relationship Management
OneAmerica has announced new hires to its relationship management team. The new hires, made at various points this year, will serve or be involved with clients in the $3M to $30M sized retirement plan category and are under the direction of Alan Blaskowski, Retirement Services (RS) relationship management leader.
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