Publications

ERISA Outline Book

The ERISA Outline Book is both a reference book and a study guide on qualified plans, and it is the recommended study resource for IRS Enrolled Retirement Plan Agent (ERPA) Program. Order today!

Transamerica’s Retirement Plans in Institutions of Higher Education

Transamerica issued a report on how fiduciaries of higher-education retirement plans can best judge their program’s performance.  They examined which plan participants tend to contribute the most, and which kinds of plans perform the best, among a wealth of other important statistics and findings.

Loans, Loans Everywhere

Michael Webb, the Vice President of the Cammack Retirement Group, discusses the increasing problem of excess loan utilization, and what plan sponsors can do to solve these issues for the clients who have had to borrow more times than they ideally should. Published with permission from Michael Webb.

403(b) Tax-Sheltered Annuity for Participant

The Internal Revenue Service published this white paper to help plan participants avoid unnecessary taxes and penalties, while maximizing their benefits and staying on the right side of the law.

403(b) Fix-It Guide

This Internal Revenue Service graphic covers common mistakes that plan sponsors make during administration, and gives step-by-step instructions on how to remedy the problems.

Protecting Participation: The Impact of Reduced Choice on Participation by School District Employees in 403(b) Plans

Choose a Retirement Plan: Feature Comparison Chart

The Internal Revenue Service created this chart to help workers determine what kind of employer-based retirement plan is best for them. This chart covers every available plan, from pension plans to IRAs, state-sponsored plans and more.

Teachers Want Choice: Impact of Teacher Participation in 403(b) Plans

This NTSA infographic explains, in a visually-appealing format, that teachers will be more inclined to save (and save more), when they have the ability to choose their plan provider.