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September 23rd, 2016 |
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ASK THE EXPERTS
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Groom Law Group and Cammack
Retirement Group will field your
questions concerning 403(b) plans
and regulations. Email rebecca.moore@strategic-i.com with Subject
Ask the Experts
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IRS Extends Nondiscrimination Relief for Closed DBsThe Internal Revenue Service (IRS) is extending the temporary nondiscrimination relief for closed defined benefit (DB) plans by making that relief available for plan years beginning before 2018, if certain conditions are satisfied.Read more > |
| Health Care Organizations Moving to Reduce DC Plan FeesThe survey revealed that asset-weighted average expense ratio for health care defined contribution (DC) plans is 0.50%, down from 0.64% in 2013.Read more > |
| Caregiving Women Make Up for Retirement Savings GapsHalf of working women who have taken leave to take care of a family member (parent, child, etc.) are worried about the impact their leave will have on their retirement security, according to a LIMRA Secure Retirement Institute study. However, 40% of working women proactively compensated for gaps in their employment because they needed to leave their job to care for a family member.Read more > |
| White Paper Offers Fiduciary Guidance on TDFsBeaumont Capital Management (BCM) has released a new white paper which digs into the specific details of the Department of Labor (DOL’s) rules outlining fiduciary responsibility in regard to the management of target-date funds (TDFs).Read more > |
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