Public Plans Database Now Includes DC Plan Information
Users can get information on DC assets, membership, investment options, contributions, plan types and provisions.
Tag: 401(a) plans
AXA Filing Makes Move From Annuities to Mutual Funds Possible
For a small number of plans in which the plan sponsor has decided to no longer allow contributions to the EQUI-VEST variable annuity and to make the AXA Retirement 360 Defined Contribution Program available as an option, AXA is required to file with the SEC to allow transfers.
Operating Under Rules of ERISA Does Not Mean Church Plan Elected to Be ERISA Plan
In a series of private letter rulings, the IRS has determined that plans in question, including a 403(b) plan, are church plans under the definition clarified in a Supreme Court decision.