March 19, 2013

Retirement News for Employers:



  • Didn’t adopt a 403(b) written plan by December 31, 2009?
  • Use the VCP submission kit if you missed the 403(b) written plan deadline
  • What your organization should do if it has a 403(b) plan but has lost its tax-exempt status
  • Is your organization eligible to have a 403(b) plan and what to do if it was never eligible?
  • New 403(b) Fix-It Guide helps you to find, fix, and avoid 403(b) plan errors
  • 403(b) plan audits discussed by Monika Templeman
  • Required minimum distribution FAQs
  • Correcting Plan Errors
  • Can my employer deposit SEP contributions into my traditional IRA?
  • Saver’s Credit – contributing to your IRA by April 15 may reduce your 2012 taxes
  • Leaving your Job? What you can do with your retirement plan balance
  • Tips to help you take responsibility for your retirement
  • New Phone Number to Check the Status of VCP Submissions
  • Mark Your Calendar
  • DOL News
  • Updates to Publications

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