DOL changes timing of required employer 401(k) and 403(b) disclosures
The DOL grants employers a one-time delay for this year’s disclosure of annual investment-related information to plan participants and beneficiaries.
The DOL grants employers a one-time delay for this year’s disclosure of annual investment-related information to plan participants and beneficiaries.
More than a third (35%) plan to spend all or part of the refund, while only 16% will save it.
More women feel confident about their financial planning abilities and are taking responsibility for their retirement decisions
Don’t miss this opportunity to benchmark your plan against the 10 Best winners!
Two-thirds of adults trust the financial advice provided by their employer. Read more…
Compliance Source: McKay Hochman [via BenefitsLink] The in-plan Roth conversion provision of the Small Business Jobs and Credit Act (H.R. 5297) became effective on September 27, 2010. The absence of IRS guidance leaves us with many questions regarding how to implement, administer and report such conversions. As we stated in our October 1st e-mail alert article, … Continued
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