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May 4th, 2018 |
Retirement Plan Exchanges for 403(b)sSpeaking at the Plan Sponsor Council of America (PSCA) 71st Annual National Conference, Brodie Wood, SVP of healthcare, education and not-for-profit markets at Transamerica Retirement Solutions, discussed the efficiencies and benefits a closed multiple employer plan (MEP) can offer not-for-profit 403(b) plans.Read more > |
Wisconsin Private Colleges Unite Retirement Plans in ‘403(b) MEP’Transamerica says it is now offering its first-ever 403(b) multiple employer plan for higher education, created in partnership with the Wisconsin Association of Independent Colleges and Universities (WAICU).Read more > |
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ASK THE EXPERTS
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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
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Fiduciary Compliance and Best PracticesFred Reish, partner at Drinker, Biddle and Reath, told attendees of the Plan Sponsor Council of America 71st Annual National Conference, from his perspective, plan sponsors have a “best practices hat,” meaning “plan sponsors have an option of going beyond looking at what benefits the participants or employer. Meeting minimal objectives of the law is not the goal.”Read more > | TDFs Can Provide Retirement Income as Part of ‘Auto Retirement’BlackRock Managing Director Anne Ackerley, in conversation with PLANSPONSOR, explains new opportunities to deliver retirement income solutions to plan participants, including through the qualified default investment alternative (QDIA).Read more > | The Real Retirement Crisis: Assessing Retirement Savings AdequacyA speaker at PSCA’s 71st Annual National Conference suggests reports of Americans retirement savings inadequacy are overblown and offers data to back that up.Read more > | For Strategic Long-Term Investors, Volatility Means OpportunityPLANSPONSOR speaks with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of equity market volatility and ways to help ease plan participant concerns amid big price swings.Read more > | New Guide for 403(b), 457 Plans from NTSAThe guide includes information on rollovers, loans, hardship withdrawals and much more.Read more > |
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