(b)lines Ask the Experts – Tips for Reviewing SPDs
“We just received a draft summary plan description (SPD) for our retirement plan for review.
Tag: 403(b)
IRS to Discuss Sick and Vacation Pay Deferred to 403(b)s
A webcast in June will address issues related to accumulated sick and vacation pay deferred to 403(b)s and 457(b)s.
Best Practices for 403(b) Plans
403(b)s are still catching up with plan design and fiduciary best practices.
Not-for-Profit/Governmental DC Plan Market Growing
Total not-for-profit/governmental DC plan assets are expected to grow at a...
(b)lines Ask the Experts – Tips for Correctly Calculating 15-Year Catch-Up
“We have a ton of individuals utilizing the 15-year catch-up election...
IRS Hosts Webcast About 403(b) Universal Availability Rules
The webcast will address treatment of adjunct faculty at universities and treatment of part-time, seasonal and temporary employees, among other...
(b)lines Ask the Experts – LLC Subsidiary Participation in 403(b)
“May the employees of the wholly owned LLC subsidiary of a 501(c)(3) corporation participate in the 501(c)(3) corporation’s 403(b) plan?”
(b)lines Ask the Experts – Why Sponsor So Many Retirement Plans?
“I just started to work for a mid-sized health care organization, and it turns out that they have 10 different...
(b)lines Ask the Experts – After-Tax Rollover Strategy
“I have read a number of articles lately promoting the benefits of making after-tax contributions to a retirement plan and...
Understanding Tribal Government Retirement Plans
Administering tribal government retirement plans requires understanding of federal law, state law and tribal law.
DB Plan Assets Down Slightly in 2015, DC Plan Assets Up
Retirement accounts held the bulk of target-date mutual fund assets as of the end of 2015.
(b)lines Ask the Experts – What Is a Prohibited Transaction?
“I work in the benefits office of a large museum. Our recordkeeper mentions on a fairly frequent basis that they...
Another Appeals Court Rules on Church Plan Case
A federal appellate court has found that the DB plan offered by Advocate Health Care Network does not qualify as...
Higher Ed. Institution Retirement Plan Designs Changing
According to “Retirement Plans for Institutions of Higher Education,” nearly half of institutions are sponsoring a 401(k) plan.
(b)lines Ask the Experts – Correction for Excluding Union Employees
“My new employer was under the erroneous impression that the right to make elective deferrals to a 403(b) was a...
(b)lines Ask the Experts – What Is a Settlor Expense?
“We recently submitted an expense to our recordkeeper for reimbursement from plan assets for the retirement plan that we sponsor.
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Retirement Trust for Associations Launched
Empower Retirement has been engaged to market and distribute the plan within the association and nonprofit community.
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Barry’s Pickings Online: Retirement Savings Tax Policy
How will Presidential candidate proposals affect the DC plan tax deal?
(b)lines Ask the Experts – Forcing First-Time RMDs
“Can I force required minimum distributions for nonresponsive participants by the required beginning date for such distributions?
Stretching the Match a Motivation to Save More
Research finds many retirement plan participants use the match as a guide for how much to save in their plans.