An EBRI analysis found
individuals who first completed a health risk assessment after an employer
offered a financial incentive had greater health risk than those completing it
pre-incentive.Read more >
One long-time
portfolio designer says addressing risk in TDFs is a bit like playing a game of
whack-a-mole: Focusing too much on one risk lets the others run rampant.Read more >
The Internal Revenue Service (IRS) has extended
temporary nondiscrimination relief for defined benefit (DB) plans that provide
ongoing accruals but that have been amended to limit those accruals to some or
all of the employees who participated in the plan on a specified date.Read more >
The Principal’s retirement transition program
aims to build confidence and provide resources to pre-retirees.Read more >
ASK THE EXPERTS
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
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