Setrics Tracker

Knowledge Base

Whether you're planning for tomorrow or 30 years from now, we'll be with you every step of the way to make sure you’re prepared.

Retirement

Improvements to the 60-Day Rollover Requirements in Retirement Plans

The Internal Revenue Service (IRS) released Revenue Procedure 2016-47 on August 24, 2016, allowing for a waiver of the 60-day rollover requirement in Sections 402(c)(3) and 408(d)(3) of the Internal Revenue Code (Code).

Health and Welfare, Retirement

DOL Increases Civil Penalties for ERISA Violations

Beginning August 1, 2016, the Department of Labor's (DOL) interim final rule increasing civil monetary penalties increase for failure to follow ERISA's disclosure and reporting requirements goes into effect.

Retirement

457(b) – A Powerful Way to Reward Government Employees

Retaining and hiring the best and brightest employees often comes down to an attractive benefits package. Offering a 457(b) plan to your employees can be a great way to boost the rewards offered to your most important assets!

Retirement

Need money from your 403(b) or 457(b) retirement plan? What you need to know.

Are you experiencing tough times? Do you need money from your 403(b) or 457(b) retirement plan? What is the difference between the two?

Retirement

Updated: Take Action to Save Small-Employer Retirement Plans

A recent, proposed, Treasury Department regulation contains a provision that will make it harder for small businesses to form new retirement plans or maintain their current ones.

Retirement

New Fiduciary Rule

This morning the Department of Labor (DOL) released final regulations addressing conflicts of interest in retirement plan advice. Popularly known as the “fiduciary rule”, the final regulations impact persons that provide “covered investment advice."