The Case for the Traditional K-12 403(b) Model
Recently, articles in the New York Times focused on what it called problems with 403(b) plans for K-12 public school districts. Ellie Lowder, tax-exempt and governmental plan consultant at TSA Consulting and Training Services, notes that elements of the traditional model for K-12 403(b) plans provide motivation to participate and needed financial help, but there is also room for moving to some lower-cost investment options in these plans.Read more >
Both the DOL and IRS Are Stepping Up Their Audits
Industry experts share red flags and focuses of DOL and IRS scrutiny of retirement plans.Read more >
|Ask the Experts|
David Levine and David Powell, with Groom Law Group, and Michael A. Webb, VP, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. firstname.lastname@example.org 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.