Overview of H.R. 2988 and Potential Implications for ERISA Fiduciaries
H.R. 2988 proposes changes to ERISA fiduciary standards affecting investment decision-making, service provider selection, proxy voting, and brokerage window disclosures.
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IRS Offers Relief for Certain 403(b) Eligibility Failures
IRS Notice 2018-95 offers relief to employers who have incorrectly administered certain rules governing 403(b) plans. The Notice also provides additional planning opportunities.