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May 09, 2017

Wagner Law Group 403(b) Plan Document Approved by IRS

The Wagner Law Group, an Employee Retirement Income Securities Act (ERISA) and employee benefits law firm, has received Internal Revenue Service (IRS) approval of its volume submitter 403(b) plan. Wagner says its volume submitter 403(b) plan has flexible design options to meet the needs of most 403(b) plan sponsors.Read more >

Millennials Need More Investing Advice

Millennials are much more likely to make risky investment decisions compared to other generations, according to a study by MassMutual Life Insurance Co. The firm finds these investors are inclined to make poor investment decisions by reacting to market volatility. They also seek financial advice at a smaller rate than other generations.Read more >

Ask the Experts
Adding Roth to All 403(b) Plans in a Controlled Group

“I work for a large private 501(c)(3) health care system that sponsors several 403(b) plans for different operating entities that are all part of the same controlled group for testing purposes. We are considering adding a Roth contribution option; currently we only permit pre-tax elective deferrals. If we add Roth to one 403(b) plan, do we need to add it to all of our 403(b) plans? Or can we pick and choose where to add the feature?”Read more >

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. 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.

Participants Still Lack Understanding of Fee Disclosures

Years after the DOL required fee disclosures be made to retirement plan participants, participant awareness continues to lack, but improvements may be coming.Read more >

Dodd-Frank, Fiduciary Rule Repeal Progresses in Congress

The Financial Services Committee has approved the CHOICE Act for consideration by the full House of Representatives, a move considered by some to be the first real step towards Congressional repeal of Dodd-Frank regulations and the Department of Labor (DOL) fiduciary rule.Read more >

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