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How a plan is designated as a church plan, and whether it can offer a 403(b) and what kind of plan document it can use, depends of a variety of factors.
Following is a specific scenario that serves as an interesting case study in making these determinations.
An employer calls itself a...
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Despite prior evidence that retirement plan participants are passive and do not react to new information, a new study finds that the Department of Labor’s (DOL) participant fee disclosure regulation apparently did have an impact.
The National Bureau of Economic Research’s newly released “Out of...
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In MarketBeat, Nevin E. Adams, JD asks, if you think planning for retirement is complicated… how about planning a landing on the moon?
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Tech Talk addresses what an excess annual addition is.
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The IRS has issued a reminder concerning relief related to retirement plans provided by the Coronavirus Aid, Relief, and Economic Security (CARES) Act. It provides the information in a question-and-answer format.
More specifically, the IRS points out that the CARES Act, which President Trump...
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The IRS Employee Plans office has issued a reminder regarding upcoming filing deadlines applicable to most retirement plans. Especially important is that the IRS did not extend the deadline for filing the Form 5500, which remains July 31.
Accordingly, the 2019 Form 5500 is due on July 31, 2020,...
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The terms of a 403(b) excessive fee suit have come to light—and it includes some “therapeutic or structural relief.”
The proposed settlement (it must still be approved by the court) has been struck between the fiduciaries of the Princeton University based on a suit filed nearly three years ago...
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There is still a lot of 2020 left to go. But 2021 is fast approaching, and a July 22 Plan Sponsor Council of America (PSCA) webcast offered ideas on how to prepare for that.
In “Year-End Checklist: COVID-19 issues and Preparing for 2021,” three Winston & Strawn LLP attorneys—Ariane Andrade, an...
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In Segment I of the 15th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2020 Elite Advisor David Wolfe, CRES, of Educators Financial Services Advisors. They discuss Wolfe’s business background.
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Fiduciary status is based on your responsibilities with the plan, not your title. If you have discretion in administering and managing the plan, or if you control the plan’s assets (such as choosing the investment options or choosing the firm that chooses those options), you are a fiduciary to the...
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...