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Posts from the ‘Tax Exempt’ category

Attention Advisors: State-Run Retirement Plans May Put Your Livelihood at Risk!



I recently wrote a blog post for Employee Benefit Adviser. If you didn’t see it there, we are reposting it here on The Principal® blog. Article originally posted at http://eba.benefitnews.com. There is a movement afoot to put state governments in the business of offering retirement plans to…

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Three Cheers for the IRS (Plus One of the Bronx Variety)



Hooray! After years of waiting, the IRS has issued Rev. Proc. 2013-22. This procedure provides a way for service providers to get pre-approved 403(b) plan documents for their clients’ use.

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