◀ The Principal Blog

Posts tagged ‘Non-Profit’

403(b) Plan Sponsors: Avoiding the Other Definition of “Fine”

In Brad Holterhaus’ blog post 403(b) Plan Sponsors: Is Your Plan “Fine”?, he described how many plan sponsors simply say their plan is “fine” when they don’t really know. And — more often than not — the plan is not “fine”. Brad listed several areas in which plan sponsors seem to…

Read more

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…

Read more