fiduciary fitness planadviser March/April 2013

Fixing 403(b) Plans

IRS guidance for correcting document failures

Reported by

Marcia S. Wagner

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Compliance

August 13th, 2026

Electronic transfers and standardized forms for moving retirement savings between plans would be encouraged under the proposed regulations.

Compliance

August 11th, 2026

Proposed rules would allow up to $2,500 in tax-free employer contributions and touch open nondiscrimination standards, tax reporting and other...

Compliance

August 10th, 2026

Direct government matching contribution to eligible taxpayers’ retirement plans are expected to begin in 2028.