Money left on the
table creates an opportunity for plan sponsors to send a clear message to their
plan participants: Don’t walk away from the employer match.Read more >
The settlement agreement provides for the
retirement plan sponsor to offer Employee Retirement Income Security Act (ERISA)-like
protections for its church plan.Read more >
Some industry groups and providers say a recent Internal
Revenue Service (IRS) publication about documentation required for hardship
withdrawals goes against prior guidance, but experts at the ASPPA Virtual
Conference disagree.Read more >
The proposed conflicted investment advice rule
from the Department of Labor (DOL), though designed to protect Employee
Retirement Income Security Act (ERISA)-governed retirement plan and IRA
participants, may actually hurt them, according to experts at the ASPPA Virtual
Conference.Read more >
The 10th annual UnitedHealthcare 100@100 survey
finds that 60% of Centenarians say they do not feel old—and those who do, say
they did not start feeling old until age 87, on average.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
Ask the Experts