October 18th, 2016


Employees Benefit From Early Focus on Retirement Income Data from the Lincoln Financial Group American Consumer Study shows that individuals increasingly understand they are going to be responsible for their own retirement security. However, more than half are prioritizing paying off short-term debt over saving for retirement.Read more >

How New Overtime Rules Will Affect Retirement Plans The rules may add retirement plan-related costs to employers, and could help or hurt nondiscrimination testing.Read more >

Financial Wellness Programs Need More Than Just Education If a financial wellness program isn’t producing results, try getting personal.Read more >

ASK THE EXPERTS

“Can 403(a) plans be merged into 403(b) plans or can they only be merged into other 403(a) plans?”Read more >

IRS Releases Information About Compliance Projects In two completed projects, the IRS found some 403(b) plans are making W-2 reporting errors, and some retirement plans were not properly vesting participants during a partial termination.Read more >

ICMA-RC Announces Educational Tools for National Retirement Security Week The campaign provides online and mobile educational tools and webinars to public employees.Read more >

AXA Appoints Divisional VP for Tax-Exempt Plan Market AXA has appointed Fred Makonnen to the role of divisional vice president. He will be tasked with broadening AXA’s national focus in the tax-exempt retirement plan market, while leading a national sales team responsible for expanding business development and sales opportunities.Read more >

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

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