Ascension Agrees to Settle Acquired Entity's Church Plan Suit |
Months after a settlement agreement was preliminarily approved in the case of Overall v. Ascension Health, the health care entity has agreed to a settlement agreement with the Wheaton Franciscan System Retirement Plan in a similar case challenging the plan’s “church plan” status under the Employee Retirement Income Security Act.
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2018 Annual Adviser and Plan Sponsor Award Nominations Are Open |
Nomination forms for the 2018 PLANSPONSOR Retirement Plan Adviser of the Year and Plan Sponsor of the Year Awards are now available.
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Roth Tax Treatment Remains a Mystery for Many |
Only one-third of participants correctly identified the benefits of Roth contributions—that contributions are made after-tax, and that money grows tax-free with no taxes paid when withdrawn at retirement.
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Provider Education Resources Enter the 21st Century |
While the presentation of materials varies quite a bit across the providers considered, there is more uniformity concerning the topics covered. More than two-thirds of firms offer materials on understanding and comparing defined contribution plans.
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