Tag: retirement plan disclosures

Expert Explains Five Issues Raised by IRS’ Guidance on Lifetime Annuity Contracts

By Gwen Cofield, Contributing Editor Feb 8, 2012 Benefits and Compensation

Updated: Feb 8, 2012

In this post, we reported on new IRS proposed rules on purchasing qualified lifetime annuity contracts (QLACs) under certain retirement plans. Recently in his blog, an industry expert provided more details on the guidance’s significance. In his blog the Business of Benefits, Attorney Robert Toth Jr., explains how: With just a relatively short regulation and […]

Retirement Plan Task Force Issues Model Disclosure Form for Public School 403(b) Plans

By Gwen Cofield, Contributing Editor Feb 2, 2012 Benefits and Compensation

Updated: Feb 2, 2012

The “first ever transparency standards for disclosure of fees and services in the public school 403(b) marketplace,” were launched Feb. 1 by partners of the 403(b) Transparency Taskforce, which include the National Education Association (NEA), the National Tax Sheltered Accounts Association (NTSAA) and The American Society of Pension Professionals & Actuaries (ASPPA). The issue of […]