C. John Wentzell, Jr.

C. John Wentzell, Jr.

Ogletree, Deakins, Nash, Smoak & Stewart, P.C.

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Latest Posts › 403(b) Plans

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DOL Provides Fee Disclosure Relief

The U.S. Department of Labor (DOL) released Field Assistance Bulletin (FAB) 2013-02 on July 22, 2013, which provides plan administrators of individual account plans with participant-directed investments (such as 401(k) and...more

7/30/2013 - 401k 403(b) Plans Disclosure Requirements DOL EBSA Fee Disclosure Participant-Directed Plans Pensions Plan Administrators

Important New Fee Disclosure Guidance

On July 22, 2013, the U.S. Department of Labor (DOL) released Field Assistance Bulletin (FAB) 2013-02, which provides plan administrators of individual account plans with participant-directed investments (such as 401(k) and...more

7/29/2013 - 401k 403(b) Plans Deadlines Disclosure Requirements DOL Fees Plan Administrators

IRS Releases Revised Retirement Plan Correction Program Including Important New Guidance For 403(b) Plans

On December 31, 2012, as Times Square in New York was getting ready to drop the crystal ball, the Internal Revenue Service (IRS) dropped long-awaited guidance regarding retirement plan corrections in the form of Revenue...more

1/16/2013 - 403(b) Plans Audits IRS Qualified Benefit Plans Qualified Retirement Plans Retirement Retirement Plan Voluntary Correction Program

New and Improved Retirement Plan Correction Program Includes Crucial 403(b) Relief

On December 31, 2012, as Times Square in New York was getting ready to drop the crystal ball, the Internal Revenue Service (IRS) dropped long-awaited guidance regarding retirement plan corrections in the form of Revenue...more

1/16/2013 - 403(b) Plans Audits Compliance EPCRS IRS Retirement Plan Voluntary Correction Program

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