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March 8th, 2016 |
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ASK THE EXPERTS
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| Retirees are better prepared than pre-retirees for paying for expenses in retirement, a study finds.Read more > |
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What Is a Settlor Expense?“We recently submitted an expense to our recordkeeper for reimbursement from plan assets for the retirement plan that we sponsor. However, the recordkeeper indicated that the expense could not be reimbursed from plan assets since it is a “settlor” expense. I have never heard of that term before; what in the world is a settlor expense?”Read more > | | David Levine and David Powell, with Groom Law Group, and Michael A. Webb, vice president, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice. |
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