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November 11th, 2016 |
| New Take on ‘Top Hat’ TaxationIn 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 > |
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IRS Answers Questions About 403(b) Universal Availability RulesIn 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 > |
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Refining Plan Documents Can Pay OffA 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 > |
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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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