403(b) Curriculum Library


Showing entries from 2020.

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27

Jan 2020

The SECURE Act: Changing the Retirement Plan Landscape

The SECURE Act - the most significant piece of retirement plan legislation in a decade - was passed in December 2019. We provide a comprehensive guide to the Act's provisions, highlighting the effective date and the impact on retirement plan sponsors and fiduciaries.

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27

Jan 2020

2020 403(b) Retirement Plan Compliance Calendar

The 2020 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While all major dates are included, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for specific plans that …

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26

Jan 2020

2020 Retirement Plan Compliance Calendar

The 2020 Retirement Plan Compliance Calendar highlights critical compliance deadlines for defined contribution retirement plans. While all major dates are included, some may only apply to particular plan types (and are noted accordingly) and there may be additional deadlines for specific plans that …

Read more