Ever feel overwhelmed by the idea of managing a retirement plan that not only fits the needs of your organization, but one that also benefits all your employees? You are not alone! Many employers, specifically in the tax-exempt community, experience this same feeling....
TPA TOOLS
WHY YOU SHOULDN’T SELF-ADMINISTER YOUR 403(b) PLAN
Earlier this week, ADMIN shared a brief discussion on the new 403(b) Prototype Document. The conversation brought up the hot topic of whether the new regulations by the IRS make it harder for Plan Sponsors to self-administer their 403(b) Plans. If you ask us, the...
UNDERSTANDING UNIVERSAL AVAILABILITY (UA)
Earlier this week we talked a little bit about Universal Availability and how understanding UA can benefit a Plan Sponsor in managing their Plan. We wanted to expand on that discussion and go more in depth on the topic. Here is a broader look at Universal...