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The new year is well under way, and dates by which compliance-related functions concerning 403(b) plans must be performed already loom ahead.Farhad Mirzada of Cammack Retirement provides a comprehensive calendar that includes dates during 2018 by which such reporting, filing and other such...
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An employer that is part of a MEP that is beginning a new ERISA plan has been advised to distribute all assets to the participants. In Tech Talk, Susan Diehl tells us how this a distributable event for the participating employer.
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If at first you don’t succeed, try, try again — and the plaintiffs in an excessive fee suit have done just that.
The suit, Daugherty v. The University of Chicago, was filed in May, seeking class action status for some 36,000 participants in plans at the University of Chicago (the University of...
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Relief is provided to sponsors of qualified retirement plans due to recent hurricanes under the Disaster Tax Relief and Airport & Airway Extension Act of 2017. In MarketBeat, Kim Flett discusses opportunities the Act provides sponsors of qualified plans to offer employees access to their...
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If you have a client who is a state employee and who is enrolled in a state 457 plan but not through the state, can that person transfer assets to that plan? In Tech Talk, Susan Diehl tells us.
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What occurred in December 2017 concerning recharacterization of 2017 conversions under the new tax law? In MarketBeat, Susan Diehl discusses what we have found out.
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Can a non-QCCO (qualified church-controlled organization) transfer assets to an ERISA 403(b) plan from a non-ERISA 403(b) that is part of a multiple employer plan and is not the lead employer in the MEP but a participating one? In Tech Talk, Susan Diehl tells us.
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Headlines notwithstanding, the fiduciary regulation has been in effect since June of last year — but there are misunderstandings aplenty, and in his most recent blog post, Fred Reish takes one on.
Reish explains that there had been a common belief among advisors that fiduciary status could be...
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The National Tax-deferred Savings Association has announced the 2018 finalists for its prestigious NTSA Elite Advisor Award.
Chosen from an initial list of eight semi-finalists, this year’s NTSA Elite Advisor Award Finalists are:
John Golliozo, CRS, Oldham Resource Group, Norwalk, CT; Broker...
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Anyone who has had the pleasure of dealing with the 403(b) annuity recognizes that it is truly an “odd duck” — especially when looking at it through the lens of the 401(a) experience. In MarketBeat, Robert Toth writes that it should come as no surprise that this “odd-duckiness” shows up in...
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Should one be cautious regarding all mergers of church plans, or only mergers of certain kinds of plans? In Tech Talk, Susan Diehl tells us.
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There is no time of year like this one for peering into the future. Accordingly, the Center for State and Local Government Excellence has gazed into its crystal ball and reflects on trends to watch in 2018 regarding state and local governments’ retirement plans.
In “State and Local Government...
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Public sector and education-related employers can offer their employees access to 403(b) plans, and the Hawkeye State is among them. The state also provides a supplemental program that offers a variety of services; a look at its nuts and bolts offers a close look at what such programs entail.
They...
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Defendants successfully made their case in staving off a decision in a case involving Princeton University’s 403(b) plans, and in so doing placed their bets on the outcome of another case in the 3rd Circuit.The SuitThe original suit, Nicolas v. Trs. of Princeton Univ. (D.N.J., No. 2:17-cv-03695,...
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Most respondents to surveys on retirement confidence and prep give irrational responses to gaps between retirement needs and saving habits. In MarketBeat, Nevin Adams discusses this disparity in a holiday way.
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Can a non-QCCO (qualified church-controlled organization) transfer assets from a non-ERISA 403(b) to an ERISA 403(b) plan? In Tech Talk, Susan Diehl tells us.
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Officials from the Iowa Public Employees’ Retirement System (IPERS) appeared before the Iowa Legislature’s Public Retirement Systems Committee on Dec. 18. Committee members listened to testimony and inquired regarding the program’s status and liabilities.Testimony included a presentation by Iowa...
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How does bankruptcy affect 403(b) loans? In Tech Talk, we address this.
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What does the IRS have to say about 403(b) loans? In MarketBeat, Nathan Glassey writes that in 2017, the IRS issued two memoranda regarding 403(b) plan loans and how those loans should be administered.
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Bipartisan legislation that would allow for electronic delivery of pension and retirement plan information was introduced in the U.S. House of Representatives Dec 11.Introduced by Rep. Jared Polis (D-CO) and Rep. Phil Roe (R-TN), along with 26 cosponsors, the “Receiving Electronic Statements to...
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