DOL Seeks Input on Lifetime Income Illustrations Plan

Wednesday, May, 08, 2013 / Published in News and Press Releases, Retirement - 401(k), 403(b)
As per May 7, 2013 article by Melanie Waddell of AdvisorOne. “We are looking for the best ideas on how to show people what their lump-sum retirement savings look like,” says Borzi. Read More

403(b) Pre-Approved Plan Program Established

Monday, April, 01, 2013 / Published in Retirement - 401(k), 403(b)
The IRS announced Friday that it will start accepting applications for opinion and advisory letters for prototype and volume submitter 403(b) Plans on June 28, 2013. For plan sponsors with such prototype and volume submitter 403(b) Plans, we recommend that you stay in contact with your service providers to ensure your plan will be able

New Revenue Procedures for the Employee Plan Compliance Resolution System, including 403(b) Plan Failures

Friday, January, 04, 2013 / Published in Forms and Procedures, Policy Updates, Retirement - 401(k), 403(b)
The long awaited new Revenue Procedures for the Employee Plan Compliance Resolution System have been issued and will be effective, generally April 1, 2013. The information below from the IRS website highlights some of the changes. Read More