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March 07, 2017

IRS Updates Reporting Disclosure Guide

Covered in the guide are such subjects as the Form 5500, annual zone status certification, various forms related to distributions paid, Form 5330, safe harbor notices and many others.

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Sponsors See Increasing Value In Education Related Benefits

Nearly half of respondents to the PLANSPONSOR Defined Contribution Survey say they offer some form of tuition reimbursement program for employees—far greater than the number offering student loan repayment support.

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Most Workers Want Access to DC Plans

A new study by LIMRA indicates most workers prefer to save for retirement through their employers, and they value key features of DC plans.

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2017 Plan Sponsor of the Year Finalists

The Plan Sponsor of the Year annual award program recognizes retirement plan sponsors that show a commitment to their participants' financial health and retirement success. Read about the finalists here. The winners will be announced at our Awards for Excellence Dinner on March 30 in New York.

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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. rebecca.moore@strategic-i.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.


Women Have Saved a Median of $34,000 for Retirement

Only 10% are very confident their will succeed in saving enough for a comfortable retirement.

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PLANSPONSOR DC Survey: Plan Benchmarking

Charting a course for your plan design and administration by reflecting on industry standards.

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Retirement Industry People Moves

Milliman hires Employee Benefits senior consultant; USI Insurance acquires Carolina First Associates; Westminster Consulting hires senior consultant; and more.

 

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Editorial: Rebecca Moorerebecca.moore@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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