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Information & Insights for the 403(b) Community
The Case for a Process
The Case for a Process
Litigation is an ever-present threat, but sponsors can lessen their plan’s exposure.
Retiring Soon? Stay Put in the Markets.
Hopefully participants closest to retirement are conservatively invested, but either way, the message from retirement plan sponsors should be the same—stay the course with investments.
Ask the Experts
Effective Date for Plan Restatements During the 403(b) Remedial Amendment Period
“As a 403(b) plan sponsor, we are finalizing our restated plan document prior to the March 31, 2020, remedial amendment period deadline. We noticed that the effective date of the restatement is over 10 years ago! Does a January 1, 2010, effective date make any sense?”
Loan, Hardship Withdrawal Flexibility Among Possible Congressional Actions
Lawmakers are debating what will likely prove to be an unprecedented stimulus package aimed at helping businesses, workers and retirees recover from the economic effects of the coronavirus pandemic.
Employers Can Offer Financial Help to Participants Without Dipping Into Retirement Savings
Because the coronavirus was designated a disaster under the Robert T. Stafford Disaster Relief and Emergency Assistance Act, qualified disaster relief payments are permitted.
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