Recent Articles From John Iekel

John Iekel

John Iekel

John Iekel

By John Iekel1/25/2018 • 0 Comments

Health savings accounts and defined contribution plans are different roads. But they’re not far apart, nor are they just parallel – they do intersect. Greg Fowler, Vice President of Partner Services at HealthEquity, discussed the HSA/DC plan intersection at a Jan. 24 session of the 2018 NTSA Summit in Houston.

By John Iekel12/4/2017 • 0 Comments

Are any of your 403(b)'s assets invested in proprietary funds? If so, says a recent blog entry, you are not alone — and it is possible to blunt potential criticism about that.

By John Iekel12/1/2017 • 0 Comments

Ritual marks the onset of a new year — but it’s not just about revelry and pageantry. It’s also about making sure plan-related duties that are on a calendar-year timeline are fulfilled in time.

By John Iekel11/28/2017 • 0 Comments

There is “work to do in the retirement areas,” House Ways & Means Chairman Kevin Brady (R-TX) said on Nov. 28.

By John Iekel11/27/2017 • 0 Comments

Required minimum distributions — and that includes those for 403(b) participants — may be among a plan's innocuous responsibilities, but a recent blog entry cautions that one fails to keep them in mind at one’s peril.

By John Iekel11/22/2017 • 0 Comments

A recent blog entry discusses the beneficiary options under the RMD regulations that were issued on April 17, 2002, and the importance of the distinctions.

By John Iekel11/21/2017 • 0 Comments

Kentucky Gov. Matt Bevin (R) has unveiled a proposal to shift the Teachers’ Retirement System from the current DB system to a DC-based system; a recent actuarial analysis suggests the proposed changes may not be a panacea.

By John Iekel11/14/2017 • 0 Comments

Retirement benefits are on the agenda in the IRS’ recently released 2017-2018 Priority Guidance Plan.

By John Iekel11/13/2017 • 0 Comments

The universe of ways retirement plan participants can obtain information keeps expanding. But multiplicity of format does not necessarily translate to better-informed participants, points out a recent blog entry.

By John Iekel11/1/2017 • 0 Comments

The IRS in a private letter ruling (PLR) has said that a Section 457(b) plan may include an auto-enrollment feature.

By John Iekel11/1/2017 • 0 Comments

The Oregon Retirement Savings Board has issued a reminder regarding the next registration deadline for OregonSaves and a report on some of the results of the program so far.

By John Iekel10/30/2017 • 0 Comments

The California Secure Choice Retirement Savings Investment Board has issued a request for proposal for investment consulting services.

By John Iekel10/20/2017 • 0 Comments

The IRS on Oct. 19 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2018.

By John Iekel10/17/2017 • 0 Comments

The IRS and the PBGC are providing relief from some deadlines and requirements relevant to retirement plans for certain victims of the wildfires in California.

By John Iekel10/17/2017 • 0 Comments

A recent blog post lists the biggest 403(b) providers and administrators and describes the circumstances under which a non-profit may be better served by considering a wider range of options.

By John Iekel10/6/2017 • 0 Comments

The IRS Tax Exempt and Government Entities (TE/GE) Office has issued its fiscal year 2018 work plan, which includes actions that will affect plan applications as well as steps to ensure and improve compliance.

By John Iekel10/5/2017 • 0 Comments

SEC Chairman Jay Clayton reiterated on Oct. 4 in testimony before the House Financial Services Committee that he is “focused on the standards of conduct” for investment professionals.

By John Iekel10/2/2017 • 0 Comments

The Oregon Treasury has provided a report on the status of OregonSaves as it approaches full implementation; it now covers more than 2,000 employees.

By John Iekel9/26/2017 • 0 Comments

SEC Chairman Jay Clayton told the Senate Committee on Banking, Housing and Urban Affairs he hopes the SEC can “properly tailor” an approach that will best address issues related to the DOL fiduciary rule.

By John Iekel9/19/2017 • 0 Comments

Action by the SEC due to breaches of fiduciary duty, inadequate disclosures and compliance deficiencies has prompted an RIA to issue rebates and credits to some of its clients, which include non-profits that sponsor 403(b) plans.

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