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PLANSPONSOR BLINESs LOGO November 17th, 2020
Information & Insights for the 403(b) Community
With Savings on the Decline, Health Care Workers Less Optimistic About Retirement
A third are planning changes to their retirement date, with the majority planning to delay it.
Preparing for Audits and Correcting Mistakes
Facing an audit of your plan by the Department of Labor (DOL) or the IRS can be scary, but it doesn’t have to be a terrible experience. There are things plan sponsors can do to have plans that are audit-ready. Join PLANSPONSOR and retirement industry experts for a webinar in which you will learn what triggers an audit by the DOL or the IRS; what documentation plan sponsors need to have on file to prepare for a successful audit outcome; common mistakes the DOL and IRS find; and options for correcting mistakes.
Ask the Experts
Rules for Bringing Back Laid Off or Furloughed Employees
“We are a 403(b) higher education plan sponsor who laid off and furloughed employees due to the COVID-19 pandemic. We have now hired back/recalled from many of those employees. Could the Experts opine as to some of the major 403(b) retirement plan issues I should be addressing for rehires? Thanks!”
SPONSORED BY: IPX
Deliver More Client Value With The IPX Platform For 403(b)/457 Plans
Investment Provider Xchange (IPX) is revolutionizing the retirement plan industry. Get diverse options, like income, funds, ETFs and custom portfolios, on one platform, resulting in more choice and access to on-demand reporting for you and your clients.
Employers Increasingly Interested in ICHRAs as a Health Benefit Offering
Willis Towers Watson has found this to be particularly true with employers in education and the public sector.
PenChecks Streamlines Retirement Distribution Processing
The firm says its new platform is meant to make it easier to handle retirement plan distributions.
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