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Posts tagged ‘403(b)’

403 (b) Plan Sponsors: Is Your Plan “Fine”?



My wife and I are about to celebrate our 25th wedding anniversary. Over the course of these 25 years, I have made my share of classic husband-like mistakes. You know the kind I’m talking about — staying out too late with buddies after a good game, spending Saturday on the golf course instead of…

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Fiduciary regulations: A cautionary tale for 403(b) plan sponsors



The 403(b) industry has seen a lot of changes over the past nine years. However, even with all the regulatory changes, the Internal Revenue Service (IRS) and the Department of Labor (DOL) have given non-profit organizations a lot of time to bring their plans into compliance. However, it now looks…

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