Three-quarters (77%) of 403(b) plan sponsors say it is very or somewhat important to get outside advice about what actions they must take to comply with new Pension Protection Act (PPA) and 403(b) regulations.
Details about other PLANADVISER happenings
Every retirement plan adviser knows that the year is full of various compliance deadlines imposed on these programs by the Department of Labor (DoL), Internal Revenue Service (IRS), and other government agencies under the Employee Retirement Income Security Act (ERISA).
New products, highlights, announcements
IRS offers relief for 403(b) written plan document requirement
The Year in Conferences
As 2009 rolled in, I think there were hopes that the financial services world would say goodbye to the problems of 2008.
Teachers as a group have better savings habits and are more likely to work with financial advisers than the general population, according to a recent study.