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September 22nd, 2015 |
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ASK THE EXPERTS
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| Don’t just tell those stuck between obligations to aging parents and children they need to save more, tell them how.Read more > |
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Two Alternatives in Guidance About State-Run PlansProposed guidance to help states expand access
to retirement plans for private-sector employees has been sent to the Office of
Management and Budget (OMB) for review.Read more > | Must a Frozen 401(a) Plan Be Terminated?“We are a
large 501(c)(3) health care organization that froze its Employee Retirement Income
Security Act (ERISA) 401(a) defined contribution plan several years ago,
essentially replacing the plan with employer contributions to our 403(b) plan. However,
we have not terminated the plan; the plan has remained frozen since the initial
amendment to freeze. Can the plan remain frozen indefinitely, or must we
terminate the plan at some point?”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. | 2015 PLANSPONSOR TDF Buyer’s GuideTwo significant themes can be inferred from this year’s collection of data for the 2015 PLANSPONSOR Target-Date Fund (TDF) Buyer’s Guide: 1) Asset managers are deeply committed to target-date fund solutions, as indicated by an exceptionally high survey participation rate, and 2) in their evolution, target-date fund solutions have moved far past any predicted 2.0 stage.Read more > |
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