Compliance | September 11th, 2017 IRS Reminds 403(b) Plan Sponsors of Common Plan Errors In a new publication, the IRS lists rules for 403(b) compliance and resources from the agency to help plan sponsors.
Compliance | May 12th, 2017 Emory University Excessive 403(b) Plan Fee Suit Moves Forward However, one claim for which the motion to dismiss was granted by a federal judge was that the plan offered...
Compliance | March 7th, 2014 Church Plan Lawsuits Could Reverse 30 Years of Precedent March 7, 2014 (PLANSPONSOR.com) - Recent court cases are not the first efforts to try to protect retirement assets for...
Compliance | November 26th, 2013 U.S. Intervenes in Church Plan Lawsuits November 26, 2013 (PLANSPONSOR.com) – Currently there are five lawsuits questioning the appropriateness of “church plan” status for retirement plans...
Opinions | August 2nd, 2011 (b)Mused: Knowledge Gap? August 2, 2011 (PLANSPONSOR (b)lines) - At a recent family gathering I asked a cousin, who is a professor at...