403(b) Curriculum Library


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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13

May 2015

Lessons Learned from Past Federal Reserve Tightening Cycles

In the years since the 2008 crisis, the Fed has held short-term interest rates at essentially zero. With an improving economy, the Fed is preparing for an eventual rate increase - perhaps as early as June. What can past tightening cycles predict when the rate cycle does eventually turn?

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25

Feb 2015

Are You Ready for Retirement Readiness?

​As a recent Profit Sharing Council of America Survey indicates, the issue of retirement readiness has become one of increasing concern among plan sponsors. In fact, the study reveals that nearly 90% of respondents now measure participant outcomes in achieving retirement readiness.

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23

Feb 2015

What Does Retirement Readiness Mean?

Jeff Snyder answers the question, "How do you define Retirement Readiness and how are you and Cammack Retirement helping participants understand it."

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20

Jan 2015

2015 Administrative Compliance Calendar

Our 2015 Retirement Plan Compliance Calendar lists the critical compliance deadline dates for defined contribution retirement plans. Some of the deadlines apply only to particular plan types and are noted accordingly.

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