Timothy McCutcheon, publisher of ERISApedia.com says the e-book will allow 457 plan professionals to find guidance on their compliance issues easily and quickly.
Tag: 457 plans
The National Tax-Deferred Savings Association updates its reference guide ‘The Source’ to reflect last year’s tax reform and the DOL fiduciary rule derailment.
An announcement also notifies plan participants about revenue sharing paid to TIAA from some investment funds and says revenue sharing will be rebated to participants.
The guide includes information on rollovers, loans, hardship withdrawals and much more.
The IPX platform provides RIAs with a more manageable entry point into the complex 403(b) and 457(b) markets by streamlining the requisite custody, trust, trading and administrative services.