Tag: 403(b) plan recordkeeping

Compliance

January 9th, 2019

Georgetown University 403(b) Plan Defeats ERISA Challenge

In a colorfully worded opinion, the district court judge chides plaintiffs for failing to acknowledge basic facts about the way annuities work and their well-established role in 403(b)...

Client Service

November 28th, 2018

K-12 403(b) Plans Require Unique Recordkeeping Solutions

Because K-12 403(b) plans have mostly stuck with the multiple provider and individual annuity model, different providers must work together to make sure recordkeeping for these plans is...