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October 8th, 2019

Improving a Retirement Plan Committee Through Diversity

Today’s workforces are becoming more diverse both generationally and culturally, and retirement plan committees should match this trend to add unique perspectives to plan decisions.Read more >

New York Investigating Sales of Annuities to 403(b)s

With New York being an influencer, some say it will prompt other states to do the same.Read more >

IRS Establishing Recurring Remedial Amendment Periods for 403(b) Plans

Revenue Procedure 2019-39 also provides a limited extension of the initial remedial amendment period for certain form defects.Read more >

Different Retirements for Different People

Not all “retirees” want to stay home and kick their feet up—some are continuing work or starting new ventures. Does this mean employers must change their retirement planning strategies?Read more >
Difference Between Plan Distribution Withholding and Actual Taxes Paid
“What is the difference between the 20% withholding for most retirement plan distributions (i.e., eligible rollover distributions) and the actual taxes paid?”Read more >

NAGDCA Elects 2020 Governing Officers

The National Association of Government Defined Contribution Administrators, Inc. (NAGDCA) elected its 2019-2020 governing officers and members-at-large at the organization’s annual conference.Read more >

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

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