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Using Software to Help Clients Prepare for Retirement

By Steven Sullivan 6/23/2014

Kristi Cook, co-author of the 403(b) bible, The Source, launched her leadoff workshop session at this year’s NTSA 403(b) Summit June 22 with an anecdote: Her husband, a college professor, asked her if she thought maybe he could retire and what they might need in retirement. So Cook became the... READ MORE

As Clear as Mud?: The 403(b) Plan Termination Rules

By John Iekel, Michael Webb 4/6/2014

For qualified plans, the plan termination regimen is well-established via an IRS determination letter process. But that cannot be said about terminations of 403(b) plans. Only recently have the final 403(b) regulations and IRS guidance clearly established that a 403(b) plan could be terminated at... READ MORE

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