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…
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.