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October 20th, 2015 |
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ASK THE EXPERTS
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| Not-for-profit
sector retirement plan participants are estimated to replace an average of more
than 90% of their pre-retirement income in retirement, according to research
from TIAA-CREF’s new Retirement Income Index.Read more > |
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Insights: Where They AreIn this age of
automatic plan features, why try to engage participants?Read more > | Lincoln Introduces Retirement Education ProgramAs part of National Save for Retirement Week, Lincoln
Financial Group has introduced a retirement education and communication
program.Read more > | When Hardship Suspensions Start“I
realized that, per our retirement plan safe harbor provisions for hardship
distributions, elective deferrals from all of our retirement plans are to be
suspended for six months following the hardship withdrawal. But what is the
specific date that the 6-month suspension period should begin? When the vendor
received the hardship distribution paperwork from the employee? When the vendor
issues the hardship distribution check? When the employee receives the hardship
distribution check?”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 will 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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