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News Items, by Subject (Headlines)

403(b) plans

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2020 Employee Benefit Limitations (PDF)
403(b) and 457(b) Plans Going Under the Regulatory Microscope
[Guidance Overview] Important New Requirement Buried in New 403(b) Remedial Amendment Period Rules
[Opinion] ARA Letter to DOL Requesting Modifications to the Form 5500 for ERISA 403(b) Plans (PDF)
[Opinion] ARA Letter to IRS Requesting Additional Guidance for the 403(b) Plan Once-In Always-In Rule (PDF)
University Faces Setback in 403(b) Plan Fiduciary Breach Case
[Opinion] Multi-Vendor 403(b) Plans for Teachers: Gaslighting 101
A Closer Look at 403(b) Remedial Amendment System Guidance
IRS Creates Program for 403(b) Plan Document Compliance
Vanderbilt Settlement Finally Settled
[Guidance Overview] Final IRS Hardship Regs: Less of a Hardship to Take and Administer
[Guidance Overview] IRS Adopts Final Regs with Required and Optional Changes to Hardship Distribution Rules for 401(k) and 403(b) Plans
Financial Well-Being and Retirement Readiness in the Higher Education Workforce (PDF)
2019 Governmental Guidance Impacting Retirement Plans
[Guidance Overview] Final Hardship Regs: What You Need to Know
Section 403(b) and 457 Retirement Plans Are the Subject of New Government Agency Investigations (PDF)
SEC Launches Investigation of Practices in Retirement Plans for Teachers, Government Employees
[Guidance Overview] IRS Finalizes New Hardship Withdrawal Rules
[Guidance Overview] Final Hardship Withdrawal Regs Issued -- Where Do We Stand?
403(b)'s 15-Year 'Long Service Catch-Up' Is an 'Attractive Nuisance' to Be Avoided in Plan Restatements
[Opinion] Why K-12 403(b) Plans Stink
[Guidance Overview] New Disaster Relief and Expanded Sources Available for Hardship Distributions
[Guidance Overview] IRS Revenue Procedure 2019-39 Establishes Recurring Remedial Amendment Periods for 403(b) Plans
New York State Officials Open Probe Into 403(b) Sales to Teachers
Participation, Contributions Climb in 403(b) Plans
[Official Guidance] Text of IRS Rev. Proc. 2019-39: Remedial Amendment Periods for Correcting Form Defects in 403(b) Plans (PDF)
[Guidance Overview] Final Hardship Distribution Regs: Implementation Considerations
[Guidance Overview] Final Hardship Distribution Regs: Key Changes and Deadlines for Plan Sponsors
IRS Issues Final Regs on Hardship Distribution Rules
Fiduciary Breach Lawsuits Often Involve Multiple Recordkeepers
Deadline Approaching for 403(b) Plan Document Restatements
Johns Hopkins University Settlement with 403(b) Participants
[Opinion] The NTSA Released a 403(b) Plan Enhancement Guide
A Common Misunderstanding of the 'Student' 403(b) Exclusion Arises During Document Restatement Process
403(b) Plan Enhancement Guide (PDF)
[Opinion] K-12 403(b) Isn't Just for Teachers
[Guidance Overview] 403(b) and 457(b) Plan Compliance Challenges: Avoiding Pitfalls in Plan Design and Administration
Loans in 403(b) Plans
Fiduciary Breaches: When Do Multiple Investment Options Become Too Many?
403(b) Retirement Plan Fee Litigation: An Update
[Opinion] There is Still a Fishy Smell in the Teachers' Lounge
[Guidance Overview] The Enduring Value of Rev. Proc. 2007-71 in Dealing With Legacy 403(b) Contracts.... and Should it be Updated?
[Opinion] California K-12 Teachers Have Great 403(b) Choices -- They Just Don't Know It
[Guidance Overview] Proposed Regs on Hardship Distributions for the Public Sector
[Guidance Overview] Time Is Running Out for 403(b) Plan Sponsors to Secure Retroactive Relief
Texas 403(b) Law Causes Adviser Concern Over Investor Protection
Settlement in Johns Hopkins 403(b) Plan Lawsuit Includes Recordkeeper Bid
[Guidance Overview] 403(b) Plans Must Comply with the 'Once In, Always In' Rule This Year
New Texas Law Enhances School District Role in 403(b)s
Dealing with the Legacy of the 403(b) 'Money Purchase' Plan
[Opinion] Giving 403(b) a Bad Name
Best Practices for Plan Sponsors, Part 9
Sweeping 403(b) Changes in Portman-Cardin Legislation Leave Unanswered Questions
Changing Your 403(b) TPA
Third Circuit Resuscitates Claims Against University 403(b) Plan Fiduciaries
Why Do Employees Cash Out Their 401(k)/403(b) When They Leave?
Part-timers Improperly Excluded from Your 403(b) Plan? There's Still Time to Correct That!
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