Insights

Retirement Legal & Compliance Update Volume 7, No. 3 Available Now


The newest edition of the Retirement Legal & Compliance Update (Volume 7, No. 3) is now available. The newsletter includes an article on the IRS and DOL semiannual regulatory agenda, an update on the university lawsuits and an article on the church plan case, Advocate Health Care Network v. Stapleton. The newsletter also contains an FAQ on excluding classes of employees from 403(b) plans. Please ask your advisor or account management team for a copy.