Best Practices for 403(b) and Related Retirement Plans Information Sharing - Minimum and Comprehensive Data Elements Version 1.04 Updated on July 31, 2015 Effective as of August 17, 2015 SHAPING AMERICA’S RETIREMENT Best Practices for 403(b) and Related Retirement Plans Information Sharing Minimum and Comprehensive Data Elements1 Version 1.04 (Updated on – July 31,...

steps to implementing the Roth 401(k) Ameritas Life Insurance Corp. of New York RP 1030 NY 11-15 For Financial Professional and Plan Sponsor Use Only. We’re here to help you. Now that you’ve made the decision to offer the Roth 401(k) feature to your plan participants, here are a few things you need to consider. 1.  eview your payroll system to be sure it has R the...

PLAN SPONSOR’S GUIDE TO RETIREMENT PLAN INVESTMENTS PLAN SPONSOR’S GUIDE TO RETIREMENT PLAN INVESTMENTS As the sponsor of a retirement plan, you, or someone you appoint, will be responsible for making important decisions involving plan assets. Understanding the different terms, risks and attributes of plan investments is vital regardless of the role you play in determining...