403(b) Curriculum Library


16

Nov 2015

Staying Ahead of the Curve: Interview with Dr. Shlomo Benartzi, Part I

In this episode, Dr. Shlomo Benartzi, Chief Behavioral Economist, Allianz Global Investors Center for Behavioral Finance & UCLA Professor, sits down with Jeff Snyder to discuss his latest research and the concepts around successfully engaging employees in saving and preparing for retirement usin…

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22

Oct 2015

Compliance Alert: IRS Announces New Retirement Plan Limits for 2016

On October 21, 2015, the IRS announced the new 2016 retirement plan limits. However, applicable cost of living index did not increase sufficiently for many standard limits to increase for 2016. The elective deferral limit under 402(g), for example, remained unchanged at $18,000 ($24,000 if age 50 or…

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20

Oct 2015

Employee vs. Independent Contractor: The Impact on Retirement Plans

Normally, 403(b) and other retirement plan sponsors are not concerned with employment law. However, ERISA and non-ERISA plan sponsors alike, should keep a close eye on the area of worker classification - namely, employee vs. independent contractor - and the impact it can have on retirement plans.

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22

Sep 2015

Another EPCRS Update: Automatic Enrollment

EPCRS is the formal guidance the IRS provides to correct plan defects. A secondary update, specific to auto-enrollment, was recently released by the IRS. With auto-enrollment on the rise, forward-thinking plan sponsors should understand the impact of these new EPCRS changes.

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17

Aug 2015

It's That Time of Year Again for ERISA Plan Sponsors

It's that time of the year again for most ERISA retirement plan sponsors - time for Form 5500. In Although this year should be a relatively routine filing, there are some tips that will help to reduce errors and make the filing process easier.

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28

Jul 2015

How the EPCRS Changes Might Impact 403(b)/457(b) Plans

EPCRS is the formal guidance the IRS provides regarding correction of plan defects. Earlier this year, the IRS released an update to EPCRS which may significantly impact qualified plans, such as 401(k) and defined benefit plans. But what effect will the update have on 403(b)/457(b) plan sponsors?

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23

Jun 2015

The Top Ten Fiduciary Errors

With serious consequences for both you and your organization, fulfilling your fiduciary responsibility is essential. Michael A. Webb, shares some of the most common errors that fiduciaries make.

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17

Jun 2015

Plan Governance

Plan Governance is a critical component to the success of a retirement plan. In the following video, Jeffrey Snyder briefly discusses key areas that Cammack Retirement is addressing when it works with a client to layout a thoughtful and deliberative plan review process.

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