Covered in the guide are such subjects as the Form 5500, annual zone status certification, various forms related to distributions paid, Form 5330, safe harbor notices and many others.
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Nearly half of respondents to the PLANSPONSOR Defined Contribution Survey say they offer some form of tuition reimbursement program for employees—far greater than the number offering student loan repayment support.
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A new study by LIMRA indicates most workers prefer to save for retirement through their employers, and they value key features of DC plans.
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The Plan Sponsor of the Year annual award program recognizes retirement plan sponsors that show a commitment to their participants’ financial health and retirement success. Read about the finalists here. The winners will be announced at our Awards for Excellence Dinner on March 30 in New York.
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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
Ask the Experts
Milliman hires Employee Benefits senior consultant; USI Insurance acquires Carolina First Associates; Westminster Consulting hires senior consultant; and more.
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