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May 24th, 2016 |
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ASK THE EXPERTS
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| Even those who have met their 80% income replacement goal will need more to cover all health care expenses in retirement, a study finds.Read more > |
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Understanding 403(b) Universal Availability RulesAn IRS webcast revealed common universal availability rule errors found by the IRS, and discussed rule provisions, as well as how to avoid and fix errors.Read more > | Can Tips for Reviewing SPDs Be Used for Other Plans? “I recently read your Ask the Experts Column ‘Tips for Reviewing SPDs.’ I realize that the Q&A is referencing the review of retirement plan SPDs, but would these be the same tips you would give for reviewing an SPD for medical/dental/eye plan(s)?”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 may 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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