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September 1st, 2015 |
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ASK THE EXPERTS
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| There’s
been a tug of war, of sorts, over the best design for K-12 school
district 403(b) plans, but some say they should strike a balance between
old and new.
Read more > |
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IRS Issues Guidelines for Certain Charities’ PensionsThe Internal Revenue Service (IRS) has issued guidance
about certain issues relating to the Cooperative and Small Employer Charity
Pension Flexibility Act (CSEC Act), which specifies minimum funding
requirements and related rules that apply with respect to certain defined
benefit pension plans maintained by groups of cooperatives and related entities
and groups of charities.Read more > | Understanding the IRS Employee Plans Compliance UnitCompliance checks allow the Internal Revenue
Service (IRS) Employee Plans Compliance Unit (EPCU) to contact a greater number
of plan sponsors than to do actual audits.Read more > | Education Campaign Focuses on Financial WellnessThe Plan Sponsor Council of America (PSCA) has
prepared resources retirement plan sponsors may use for a plan participant
educational campaign corresponding with 401(k)/403(b) Day.Read more > | Best Response to Participants About the Market“As
the market has experienced a downturn, I am fielding calls from our 403(b) plan
participants regarding their retirement plan exposure to the stock market. Are
there any best practice recommendations as to how I should respond to such
inquiries?”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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