Tag: 403b

Principal Toolkit Aids with Disclosures

The Principal Financial Group has unveiled new tools to help plans comply with new disclosure mandates for the Form 5500 and new requirements for retirement plan financial statements (FAS No. 157).

Questions 403(b) Participants Might Ask

As 403(b) plan sponsors and advisers have prepared for new Internal Revenue Services regulations in effect as of January 1, no doubt communications with participants about the new environment have begun, but have you told them everything?