Groups Urge IRS to Streamline Pre-Approved Plans
The American Society of Pension Professionals & Actuaries (ASPPA) and the National Tax Sheltered Accounts Association (NTSAA) requested changes to pre-approved plan programs.
Tag: 403b
IRS to Hold Call About 403(b) Corrections
The Internal Revenue Service (IRS) has scheduled a phone forum about 403(b) corrections and examination trends.
Blog Details What a Rule Change Means for You
Fred Reish, a partner at Drinker Biddle & Reath, the Los Angeles law firm, has launched fredreish.com, a blog about retirement regulation and compliance.
Sammons Debuts Mutual Fund IRA
The LiveWell Plus Mutual Fund IRA was launched by Sammons Retirement Solutions Inc. to help advisers gather retirement assets and provide a savings boost.
IRS Offers FAQs About RMDs
The Internal Revenue Service (IRS) has posted frequently asked questions (FAQs) and answers regarding required minimum distributions (RMDs).
IRS Holding Correction Program Phone Forums
The Internal Revenue Service (IRS) scheduled two phone forums to discuss recent changes made to the Employee Plans Compliance Resolution System (EPCRS).
Firms Introduce Plan Disability Insurance
Pension Advisory Group Inc. (PAG) and Pro Financial Services (PFS) launched a group long-term disability insurance product for retirement plans.
IRS Updates Compliance Resolution System
The Internal Revenue Service (IRS) updated and expanded its Employee Plans Compliance Resolution System (EPCRS).
Retirement Assets Reach $19T
Total U.S. retirement assets reached $19.4 trillion in third-quarter 2012, according to the Investment Company Institute (ICI).
Advisers Have Opportunity in Health Care Market
Defined benefit (DB) plans are prevalent in the health care market, offering opportunities for advisers to help with plan sponsors' concerns.
Pension Rights Center Wants Halt on De-Risking
In the wake of moves by several large companies to de-risk their defined benefit (DB) plans, the Pension Rights Center (PRC) is calling for a moratorium on such...
Retirement Plan Deferral Limit Increases for 2013
The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for pension plans and other retirement-related items for tax year 2013.
Health Care Employers Embrace 403(b) Enhancements
A record number of health care organizations are offering enhanced features in their defined contribution (DC) plans.
403(b)s Relieved From SEC Rule in Certain Situations
403(b)s have been excused by the Securities and Exchange Commission (SEC) from obtaining certain acknowledgements.
Successful Savers Share Their Perspectives
Determination, early saving and financial discipline are among the lessons from successful retirement savers, according to a survey by PNC Financial Services Group Inc.
IRS Adds Session for EPCRS Phone Forum
The Internal Revenue Service (IRS) announced its plan phone forum about fixing 403(b) plan mistakes is full.
OneAmerica Teams with Edward Jones
More than 12,000 Edward Jones advisers can offer OneAmerica’s 401(k) and 403(b) plans, the companies said in an announcement about the new alliance.
A Reminder About Information Sharing Agreements
The Internal Revenue Service (IRS) has made it clear that it will look for information sharing between 403(b) plan sponsors and vendors with 2009 plan audits.
Council Offers Adviser RFP Template
The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by 401(k) and 403(b) plan sponsors looking to select an adviser.