Tag: 403(b) plans

“I am new to the 403(b) world, having come from the 401(k) arena. I am quite familiar with mutual funds,...

The website offers digital tools, videos, tutorials and more to help plan sponsors in the tax-exempt field raise the retirement...

Generally, the overall effective date for 403(b) pre-approved plans are plan years beginning on or after January 1, 2010, but...

A federal court judge basically found many of the allegations stated normal business practices and the plaintiff did not offer...

“I read an Ask the Experts column from a few years ago which stated that, if we hired someone older...

The SEC says Envoy Securities received at least $24,893.26 in 12b-1 fees in connection with investments in higher-fee share classes.

“I read with great interest your recent Ask the Experts column about one-time irrevocable elections for 403(b) plans.

In a new publication, the IRS lists rules for 403(b) compliance and resources from the agency to help plan sponsors.

However, one claim for which the motion to dismiss was granted by a federal judge was that the plan offered...

March 7, 2014 (PLANSPONSOR.com) - Recent court cases are not the first efforts to try to protect retirement assets for...

November 26, 2013 (PLANSPONSOR.com) – Currently there are five lawsuits questioning the appropriateness of “church plan” status for retirement plans...

August 2, 2011 (PLANSPONSOR (b)lines) - At a recent family gathering I asked a cousin, who is a professor at...