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November 11th, 2016

New Take on ‘Top Hat’ Taxation

In June, the Internal Revenue Service (IRS) proposed long-awaited regulations expected to influence the reporting and taxation of benefits paid under 457 plans. According to Kevin Selzer, a Denver-based associate at Holland & Hart LLP, it is the 457(f) changes that will likely have the biggest impact for retirement plan sponsors.Read more >

IRS Answers Questions About 403(b) Universal Availability Rules

In a follow-up webinar about 403(b) universal availability rules, Internal Revenue Service (IRS) agents answered questions presented by 403(b) practitioners. IRS agents discussed student exclusions, the less-than-20-hours-per-week exclusion, eligibility for employer contributions and the once-in-always-in rule.Read more >

Refining Plan Documents Can Pay Off

A new white paper spells out the main areas of Employee Retirement Income Security Act (ERISA)-covered retirement plan governance and compliance, offering clear pathways for plans to consider following in order to improve compliance processes.Read more >
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

NAGDCA Launches Benchmarking Portal

Public-sector defined contribution retirement plans can benchmark themselves against similar plans based on plan type, plan demographics, plan design and features, services, investments, governance, and fees.Read more >

ICMA-RC Enhances Participant and Plan Sponsor Websites

The participant website has a new retirement-readiness tool which is featured as participants login.Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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