Supreme Court Denies Review of UPenn ERISA Lawsuit
A last ditch effort to point out that another circuit found no evidence of fiduciary misconduct in a similar case...
Tag: 403(b) plans
Coronavirus-Related Distributions From 403(b) and Governmental 457(b) Plans
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Remedial Amendment Periods for 403(b) Plans and DB Plans Extended
Plan sponsors now have until June 30 to update their pre-approved and individually designed 403(b) plan documents.
Appellate Court Adds Color to Northwestern University’s ERISA Suit Win
Throughout the 7th Circuit’s decision, it contends the plaintiffs put forth their own opinions and preferences rather than evidence of...
Coronavirus News for Plan Sponsors
The latest news about market volatility, benefits and business updates, and legislative and regulatory actions.
Effective Date for Plan Restatements During the 403(b) Remedial Amendment Period
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Next Steps for 403(b) Plan Sponsors
Now that plan documents will be cleaned up, 403(b) plan sponsors can focus on strategic tasks such as plan design...
Bill Introduced to Allow CITs in 403(b)s
Vanguard estimates the cost savings to 403(b) participants in plans that offer CITs could amount to as much as $250...
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Steidle Pension Solutions Launches Payroll Integration Service
The service will reduce administrative burdens for 401(k) and 403(b) plan sponsors.
Does SECURE Act’s Inclusion of Part-Time Employees Provision Apply to 403(b)s?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Who Is Immediately Vested Upon Plan Termination?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
New Models Continue to Be Introduced for 403(b) Plans
K-12 and university 403(b) plan sponsors have turned to multiemployer plan solutions—the latest of which is launching in Indiana.
Why Nonprofits May Prefer a 403(b) Plan Over a 401(k)
It often comes down to nondiscrimination testing.
403(b) Plans Get Lifetime Income, Help With Education Expenses Right
The PLANSPONSOR 2019 DC Survey suggests 403(b) plan sponsors, more so than DC plan sponsors overall, are stepping up to...
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ERISApedia.com Offers Benchmark Reporting for 403(b)s
Professionals operating in the health care and higher education markets will find this feature particularly useful, the firm says.
Broker/Dealer Rep Accused of Misleading 403(b) Plan Participants
The Delaware Attorney General’s Investor Protection Unit says the representative took advantage of 403(b) participants who were confused about the...
Is Treatment of Roth Excess Deferrals the Same as That for Pre-Tax?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Health Care Organizations Focused on Improving Retirement Plan Participant Savings
Implementing lessons learned from behavioral finance and measuring plan success by participant retirement readiness can help, according to Brodie Wood,...
Deadline for Plan Amendments After Remedial Amendment Period
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
403(b) Litigation Offers Instruction for Plan Sponsors
403(b) plan sponsors should be aware of how their plan investments and fees stack up and of their fiduciary responsibilities,...