A Special Halloween Edition
“Do the Experts have any Treats for us this Halloween, or only Tricks?”
Tag: 403(b) plans
Which Expenses Can Be Reimbursed From Plan Assets?
“How do we determine which expenses are appropriate to be reimbursed from plan assets, and which expenses should not be...
Questions to Skip on Form 5500
“As we are preparing to finalize our 2016 Form 5500s in time for the extended deadline, a colleague of mine...
What Is an Annuity Contract?
“I am new to the 403(b) world, having come from the 401(k) arena. I am quite familiar with mutual funds,...
403(b) Contributions for No-Compensation Clergy
“I work for a denominational church plan sponsor who maintains a 403(b) plan. We have a clergy member who has...
Products |
OneAmerica Launches Tax-Exempt Center of Excellence
The website offers digital tools, videos, tutorials and more to help plan sponsors in the tax-exempt field raise the retirement...
IRS Allows for Effective Date Addendums for 403(b) Plan Documents
Generally, the overall effective date for 403(b) pre-approved plans are plan years beginning on or after January 1, 2010, but...
Case Against University of Pennsylvania 403(b) Plan Dismissed
A federal court judge basically found many of the allegations stated normal business practices and the plaintiff did not offer...
Products |
Voya Extends Framework Retirement Program to Tax-Exempt Market
The mutual-fund based program also offers an in-plan retirement income option and access to 3(38) fiduciary services.
Essentia Health ERISA Suit Survives Motion to Dismiss
Participants allege the company should have allowed a single recordkeeper to service its traditional DC plan and its 403(b) plan—and...
RMDs and Rehires
“I read an Ask the Experts column from a few years ago which stated that, if we hired someone older...
What 403(b) Plan Sponsors Can Learn From Recent Lawsuits
Steps can be taken to prevent a lawsuit, establish defenses if a lawsuit arises and buy fiduciary protection.
SEC Secures Fee Rebates for Faith-Based 403(b) Plan Sponsors
The SEC says Envoy Securities received at least $24,893.26 in 12b-1 fees in connection with investments in higher-fee share classes.
(b)lines Ask the Experts – FICA Difference Between 403(b)s and 401(k)s
“I read with great interest your recent Ask the Experts column about one-time irrevocable elections for 403(b) plans.
IRS Reminds 403(b) Plan Sponsors of Common Plan Errors
In a new publication, the IRS lists rules for 403(b) compliance and resources from the agency to help plan sponsors.
Emory University Excessive 403(b) Plan Fee Suit Moves Forward
However, one claim for which the motion to dismiss was granted by a federal judge was that the plan offered...
Church Plan Lawsuits Could Reverse 30 Years of Precedent
March 7, 2014 (PLANSPONSOR.com) - Recent court cases are not the first efforts to try to protect retirement assets for...
U.S. Intervenes in Church Plan Lawsuits
November 26, 2013 (PLANSPONSOR.com) – Currently there are five lawsuits questioning the appropriateness of “church plan” status for retirement plans...
Opinions |
(b)Mused: Knowledge Gap?
August 2, 2011 (PLANSPONSOR (b)lines) - At a recent family gathering I asked a cousin, who is a professor at...