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Anthony Fego

  • Information sharing 2.0: The road to the future for 403(b) plans

    The final IRS 403(b) regulations introduced a number of new requirements for plan sponsors, the most significant of which clearly designates the plan sponsor as ultimately accountable for the plan's proper administration. To effectively administrate their organization's retirement plan, sponsors need to gather information from their plan's providers and examine and implement procedures for routinely acquiring plan information.