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November 20th, 2015 |
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ASK THE EXPERTS
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| Health savings accounts can be used much like defined contribution plans to save for retirement, and the key to growth is investing them.Read more > |
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| Roth Conversions Helpful to Retirement Savings StrategyThere are benefits of converting pre-tax retirement plan accounts to a Roth account, but plan participants, and perhaps even sponsors, don’t understand them.Read more > | States Planning to Offer Retirement PlansIndustry insiders are divided about whether this is a good idea.Read more > | Senators Give Church Plan Legislation Another TryLegislators have introduced the Church Plan Clarification Act of 2015, which addresses five legal/regulatory issues confronting church retirement plans.Read more > | IRS to Give Employee Plans Examinations UpdateThe agency will share examination program priorities for the new year, among other things.Read more > | Will State-Run Plans Help Close the Coverage Gap?ERISA attorney David Levine discusses the challenges for, and potential positive outcomes from, DOL guidance about state-run retirement plans for the private sector.Read more > | Shopping a Part of This Year’s Thanksgiving PlansMore people plan to shop on Thanksgiving Day than Black Friday or Cyber Monday, a survey finds.Read more > | | David Levine and David
Powell, with Groom Law Group, and Michael A. Webb, vice
president, Retirement Plan Services, Cammack Retirement Group, will field your questions
concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers may be
printed in future (b)lines. This feature is to provide general
information only, does not constitute legal advice, and cannot be used or
substituted for legal or tax advice. |
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