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PLANSPONSOR BLINESs LOGO October 29th, 2019
Information & Insights for the 403(b) Community
2020 Plan Sponsor of the Year Award Nominations Are Open
2020 Plan Sponsor of the Year Award Nominations Are Open
PLANSPONSOR has opened the nominating process for the annual PLANSPONSOR Plan Sponsor of the Year and Retirement Plan Adviser of the Year awards. The deadline for the Plan Sponsor of the Year Award nominations is November 8.
Court Recommendation Highlights Difficulty in Consolidating 403(b) Providers
Although a judge said annuity relationships may be “akin to a hostage-type situation,” he still recommended the suit against Columbia University move forward.
Ask the Experts
Clergy Distributions That Can Be Treated as Housing Allowance
“Can amounts from a 401(a) or 401(k) church plan distributed to retired clergy be treated as tax-free parsonage (housing) allowance? I thought only 403(b) plans could provide for such an allowance.”
Points to Consider When Evaluating TDFs
“Diversification should be happening on all levels," says Jake Tshudy, with SEI Institutional.
Past Industry Exec Joins ICMA-RC
ICMA-RC has named Lynne Ford as president and CEO effective November 4. Ford will succeed retiring President and CEO Bob Schultze.
Groups Launch Fraud Sharing Database for Financial Services Firms
FraudShare is a tool for reporting about the types and frequency of account takeover fraud occurring in the life insurance and retirement services industries.
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