As the IRS and the DOL tighten plan regulations, it's time for 403(b) plan sponsors to be proactive and find an advisor to help them with requirements--before the IRS comes knocking.
A flurry of phone calls has folks wondering if the IRS has changed its EPCRS rules, correcting errors in 403(b) plan compliance. It has. Here are some details.
As retirement plan participants begin to sift through new disclosure materials, were seeing rising concern among 403(b) plan sponsors that all that info could be too much info.