Cerulli Associates points to active target-date fund (TDF) performance during market volatility and the ability to mitigate sequence of return risk for defined contribution (DC) plan participants as reasons to consider them.Read more >
Stressing what can be lost or gained, peer reviews and comparisons and certain plan design features are among the suggestions offered by the International Foundation of Employee Benefit Plans in a white paper.Read more >
“A ‘steeple’ church, as defined at IRC Section 3121(w)(3)(A), sponsors a SIMPLE IRA Plan. They wish to terminate the SIMPLE and establish a 403(b) plan within the same plan year. Is this permissible?”Read more >
The new publication is authored by industry expert S. Derrin Watson, J.D., and Timothy McCutcheon, J.D., publisher of ERISApedia.com, says it will be “the ‘go-to’ resource for 403(b) professionals and will allow 403(b) professionals to find answers to their compliance questions easily and quickly.”Read more >
