Making Sense of Retirement Plan Layers and Complexities
The Swagger
I had the privilege to speak on a 403(b) panel at the recent DOL/ASPPA "DOL Speaks" seminar, with Lisa Alexander and Susan Reese of the DOL. Our own panel went very well, with Susan and Lisa both speaking directly to and recognizing the transition problems related to this new 403(b) world. As Lisa…
“GAO Retirement Study” “401(k) Annuities”…
Continue Reading Pang/Warshawsky vs. GAO: Recent Study Challenges Traditional Thinking About DC Annuities
Retirement plan vendors throughout the industry are engaging in efforts to prepare for the new disclosure requirements for the 2009 Form 5500 schedules, particularly the disclosures related to direct and indirect compensation under Schedule C and the substantial requirements for Schedule A.
I had the pleasure of a couple of informative conversations this week which…