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Showing entries with the topic “Legislative/Regulatory”.
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For colleges and universities, the ability to exclude students from 403(b) plan participation entirely is an important provision, since many students work for the institution in some capacity (e.g., as part of a formal work-study program or otherwise). The exclusion is important to the student as we…Read more
The wait is over! Six years after the Department of Labor issued proposed regulations overhauling the definition of a fiduciary as it applies to the advisor community, the DOL finalized the rule this morning.Read more
In our inaugural edition of From the Archives, we took a fresh look at some statistics regarding 403(b) plans from 2010. This time around, we will reach even further back into our archives.In 2007, I wrote Understanding Your 403(b) Plan Fees, continuing the focus on plan fees that our firm has had s…Read more