(b)lines Ask the Experts – Do ERISA Cutback Provisions Apply to 403(b)s?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Tag: 403(b) plans
University of Rochester Excessive Fee Suit Voluntarily Dismissed
According to the complaint, TIAA has been able to extract “grossly excessive fees” because its fees are tethered not to...
Details Available About Duke University 403(b) Lawsuits Settlement
The settlement agreement calls for a gross monetary payment of $10.65 million to a settlement fund and other non-monetary actions...
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ICMA-RC Now a Public-Sector 403(b) Plan Provider
The firm will offer open architecture and a comprehensive selection of investments with lower fees and expense ratios to 403(b)...
403(b) Plans Improving Governance Practices
Even among 403(b) plans not governed by ERISA, PLANSPONSOR DC Survey results show improvement in certain governance practices.
(b)lines Ask the Experts – Relief for Excluding Employees From 403(b) Plans
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Benefits |
403(b) Plan Sponsors Offer Education About a Variety of Financial Wellness Topics
The 2018 PLANSPONSOR Defined Contribution Survey also found 403(b) plan sponsors, to a higher degree than respondents overall, offer college...
(b)lines Ask the Experts – What Is a Retirement Income Account?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Yale Changes 403(b) Plan Investment Options
A university spokesperson told Yale News that the changes to the retirement plan were not in response to ongoing litigation.
Financial Professionals Improve Retirement Results for K-12 Educators
The median account balance for K-12 educators surveyed who work with a financial professional is $40,000 versus $21,000 for those...
(b)lines Ask the Experts – Requiring Participants to Take Loans Prior to Hardships
“I understand that under the new proposed hardship regulations a participant will no longer be required to take all available...
403(b) Core Menus Offer Variety of Investments
On average, they offer 27 core investment options, according to ICI and BrightScope
IRS Provides Do-Over for 403(b) Plans Not Following Once-In-Always-In Condition
Industry comment letters argued that many 403(b) plan sponsors were unaware of the rule that once a part-time employee is...
Duke University 403(b) Plan Lawsuits Reportedly Settled
The docket reports for two lawsuits filed against the university say counsel for the plaintiffs and counsel for the university...
(b)lines Ask the Experts – Defining ‘Severance From Employment’ for 403(b) Plan Distributions
“Certain distributions from our retirement program may only be made in the event of ‘severance from employment.’
K-12 403(b) Recordkeeping Requires a Number of Players
K-12 public school 403(b) plans haven’t changed as much as plans in other 403(b) market segments—mostly keeping the multiple-provider model—so...
(b)lines Ask the Experts – New Hardship Rules Regarding Earnings on 403(b) Elective Deferrals
“Don't know if the Experts remember me, but I was the one who posed the question back in March about...
403(b) Plan Participants Voluntarily Dismiss Lawsuit Against Custodian
The lawsuit accused Matrix Trust Company of violating its fiduciary duties by making unauthorized transfers of participants’ accounts to a...
(b)lines Ask the Experts – 403(b) Treatment of Payment to Employee After Retirement
“I work with a plan sponsor at a private high school.
Study Finds Link Between Lower Participation and Fewer Choices in K-12 403(b) Plans
Research published by NTSA also finds a 203% increase in average contribution rates among plans providing access to 15 or...