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PLANSPONSOR BLINESs LOGO November 24th, 2020
Information & Insights for the 403(b) Community
Dangers of Debt
Dangers of Debt
Participants must find their financial footing to save for retirement.
Rules for Retaining Benefit Plan Records
Electronic filing is popular, but benefit plan sponsors need to know the rules about what documents can be stored digitally and how.
Ask the Experts
Terminating a 403(b) and Starting a 401(k)
“I work with an Employee Retirement Income Security Act (ERISA) 403(b) plan sponsor that has a 403(b) plan in which each participant owns an individual annuity contract. We wish to replace the 403(b) plan with a 401(k) plan. Can we terminate the 403(b) plan and start a 401(k) plan immediately afterward? Are there any special legal issues in terminating the existing plan or starting the new plan, considering that participants are not terminating employment?”
COVID-19 Driving Keen Interest in Financial Wellness Programs
The programs proved to be quite effective in allaying retirement plan participants’ fears about market volatility.
TIAA President and CEO Announces Retirement
TIAA has announced that Roger W. Ferguson Jr. intends to retire as president and CEO on March 31.
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