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State Board to Discuss Expanding OregonSaves
The Oregon Retirement Savings Board on Oct. 9 will consider proposed changes to the rules for OregonSaves, the state-run retirement savings program for private-sector workers in the Beaver State.
The proposed rule changes were drafted with the assistance of a rulemaking advisory committee comprised of small business owners and owners of businesses the rules will affect. The proposed changes include:
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ERISA Tips: Investments and Processes
Editor’s Note: ERISA Tips is a feature provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at [email protected].
This tip is taken from the article “17 403(b) Best Practice Tips” by Jim Phillips.
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IRS Makes Paperless Move With VCP
If your plan sponsor clients (or TPA partners) need to make a voluntary correction for a plan error, they’ll soon have to do so online.
The Internal Revenue Service has released a new revenue procedure updating Employee Plans Compliance Resolution System (EPCRS) – and an announcement that beginning next year, all
Voluntary Correction Program (VCP) filings will have to be done online.
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Another University Prevails in 403(b) Suit
Four universities have now won their case in court against excessive fee claims.
The most recent victor is St. Louis-based Washington University in a suit involving the $3.8 billion Washington University Retirement Savings Plan. The suit, brought on behalf of the plan’s more than 24,000 participants by plaintiffs Latasha Davis and Jennifer Elliott, treads familiar ground.
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403(b) Plans Embracing More Auto Designs, Roth, Advisors
Sponsors of 403(b) plans are increasingly embracing automatic plan designs – and the use of advisors, according to a new industry survey.
According to the 2018 annual 403(b) Plan Survey from the Plan Sponsor Council of America (PSCA), the use of an investment advisor who acts as a plan fiduciary has increased by 40% in just four years. Moreover, the use of automatic enrollment increased by 45% from 2008, and is now used by nearly a quarter of plans (23.9%).
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FINRA Now Requiring BrokerCheck Links on Websites
- Read more about FINRA Now Requiring BrokerCheck Links on Websites
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Tarheel Treasurer Terminates 403(b) Provider
In an email to participating RIAs in North Carolina’s Total Retirement Plan 403(b) Program on Sept. 16, the State Treasurer’s office announced that it is terminating its contract with TIAA for record-keeping services. It will instead negotiate with Prudential, which means that Prudential will soon be the single vendor for the state’s 401(k), 403(b) and 457 plans.
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Tarheel Treasurer Terminates 403(b) Provider
In an email to participating RIAs in North Carolina’s Total Retirement Plan 403(b) Program on Sept. 16, the State Treasurer’s office announced that it is terminating its contract with TIAA for record-keeping services. It will instead negotiate with Prudential, which means that Prudential will soon be the single vendor for the state’s 401(k), 403(b) and 457 plans.
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