403(b) Curriculum Library


Showing entries with the topic “Legislative/Regulatory”.

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10

Feb 2017

Compliance Alert: DOL Delays the Fiduciary Rule

After a tumultuous week in which President Trump issued a memorandum and a district court judge dismissed a lawsuit against the same rule (despite the fact that the government requested a last minute stay), we now have word that the DOL has formally requested a delay in the …

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23

Jan 2017

2017 401(k) ERISA Compliance Calendar

The 2017 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. Though we have covered all of the major deadline dates, note that some deadlines apply only to particular plan types (and are noted accordingly) and there may be…

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23

Jan 2017

Health System Faces Fiduciary Breach Lawsuit

The defined contribution retirement plan marketplace has encountered yet another lawsuit. This time, the complaint against fiduciaries for the breach of their responsibilities to the plan is at Essentia Health, a healthcare organization in Duluth, MN (Morin v. Essentia Health).  As with ma…

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23

Jan 2017

2017 403(b) Compliance Calendar

The 2017 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. Though we have covered all of the major deadline dates, note that some deadlines apply only to particular plan types (and are noted accordingly) and there may be…

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14

Dec 2016

Cammack Retirement Investment Brief: No Surprises from the Fed

The Federal Reserve concluded its final policy meeting of the year and as expected, raised the benchmark interest rate 25 basis points to a range of 0.50% to 0.75%.  Bond yields have moved sharply higher in recent weeks in anticipation of the Fed’s announcement. Fed officials also signaled a…

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07

Dec 2016

Cammack Retirement Investment Brief: Italy Referendum - Investor Basics

Italians overwhelming rejected constitutional changes aimed at streamlining lawmaking and boosting competitiveness, marking a sobering start to what could be a defining year ahead for the European Union.  On December 4th 2016, 59% of voters voted "no" to the referendum sought by Prime Minister …

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27

Oct 2016

Compliance Alert: IRS Announces New Retirement Plan Limits for 2017

On October 27, 2016, the IRS announced the new 2017 retirement plan limits. However, applicable cost of living index did not increase sufficiently for many standard limits to increase for 2017. The elective deferral limit under 402(g), for example, remained unchanged at $18,000 ($24,000 if age 50 or…

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24

Oct 2016

Implications of Negative Interest Rates on Retirement Plans

A few short years ago, the idea of a country having negative interest rates would have been considered unthinkable. Yet, persistently low inflation and the sluggish global economic recovery have caused central banks around the world to push interest rates below zero. Here's what you need to know.

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