New York Investigating Sales of Annuities to 403(b)s
With New York being an influencer, some say it will prompt other states to do the same.
Tag: 403(b) plans
IRS Establishing Recurring Remedial Amendment Periods for 403(b) Plans
Revenue Procedure 2019-39 also provides a limited extension of the initial remedial amendment period for certain form defects.
ICMA-RC Fighting for CIT Availability for 403(b)s
Sponsors of 403(b) plans are not able to use low-cost collective investment trusts in their plans as are their 401(k)...
(b)lines Ask the Experts – Can a 401(a) Plan Account be Rolled Into a 403(b) Plan?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – What Is a 403(b) Plan?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – What Plan Types Count for Elective Deferral Limits?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
403(b) Plan Sponsors Have Taken Steps to Prepare for Market Volatility
An analysis from the 2019 BlackRock DC Pulse survey compares investment preferences of 403(b) and 401(k) plan sponsors and also...
(b)lines Ask the Experts – What Types of Contributions Can Be Characterized as Roths?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Why Are Annuities So Prevalent in 403(b)s?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Impact of SEC’s Regulation Best Interest
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Including Rollover Balances for Auto Cashouts
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Proper Delivery Method for SPDs
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Raising the Loan Limit Above $1,000
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Must a Nonelecting Church Plan Require Spousal Consent?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Is a 1099-R Issued for 403(b) Plan-to-Plan Transfers?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Vesting Upon a 403(b) Plan’s Discontinuance of Contributions
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Must 403(b)s Adopt a Pre-Approved Plan Document?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Rolling 403(b) Funds Back to a Prior 403(b)
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
403(b) Participants Denied Second Attempt to Sue Georgetown University
A federal court judge found that participants in two retirement plans sponsored by Georgetown University filed their motion for leave...
Products |
AXA Files for Annuity Exchange Offer
The offer is being made to participants in a small number of plans in which the plan sponsor has decided...