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In MarketBeat, Robert Toth warns that the CARES Act may have a negative effect on Length of Service Awards programs, retirement-type arrangements under Internal Revenue Code Section 457(e)(11).
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Tech Talk addresses how contributions can be made to a 403(b) account.
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As plans contemplate changes to safe harbor plans in the midst of the COVID-19 pandemic, the IRS has provided some guidance and relief for certain plans.
The IRS on June 29 issued guidance that clarifies the requirements that apply to a mid-year amendment to a safe harbor 401(k) or 401(m) plan...
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The CalSavers Retirement Savings Program is being challenged in court—and now the Labor Department has weighed in.
It’s not the first time the Administration has weighed in on the legality of the program, specifically its preemption under ERISA,[1] or that it has expressed issues with the...
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Data from the Investment Company Institute (ICI) reveals that retirement assets across the board took a hit in the first quarter, but it could have been worse.
DC plan assets were down 12.3% from the beginning of the year, dropping to $7.9 trillion for all employer-based DC retirement plans...
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As if 2020 hasn’t been enough fun… now it’s the official hurricane season (the National Oceanic and Atmospheric Administration says it starts June 1). And we’ve already had four tropical storms in the Atlantic: Arthur, Bertha, Cristobal and Dolly—which serves as a reminder that it can be helpful...
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During a period of unprecedented economic turmoil and uncertainty, a new survey by the Plan Sponsor Council of America offers insights on the response of plan sponsors and participants to the new options.
The snapshot survey of some 137 plan sponsors offered an updated look at the adoption rates...
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In Part III of the 13th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2015 Elite Advisor Kathy Cawley, President of the Voyager Group, Ltd. They discuss Cawley’s efforts to help clients generate income and her involvement in a Directors’ Circle, as well as what the...
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Following are some tips concerning enrollment of participants.
If applicable, provide employee census information before each entry date to determine eligibility.
Evaluate eligibility to determine who enters the plan on each entry date.
The enrollment package should include information...
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As if filing the 5500 wasn’t enough fun for plan sponsors, there is another information return that is also required to be filed for each plan: The Form 8955-SSA.
Formerly known as Schedule SSA of Form 5500, the Form 8955-SSA is used to report participants who have terminated employment and...
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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...