(b)lines Ask the Experts – Must Participant Loans Be Paid Upon Termination?
“Our recordkeeper insists that the final loan regulations require repayment of the loan upon termination of employment, but I have...
Tag: 403(b)
401(k)s 'Not Suitable' Retirement Income Vehicles
Cerulli suggests that 401(k)s can learn from 403(b)s about retirement plan decumulation.
Retirement Industry People Moves
Kravitz opens Atlanta office, and TIAA leader elected to NBOA board.
(b)lines Ask the Experts – Can Plan Sponsors Reduce Fiduciary Liability?
“I am a fiduciary for our ERISA retirement plan. Can I reduce my fiduciary liability or even eliminate it entirely?”
(b)lines Ask the Experts – What to Do with Proxy Statements
“We just received a proxy statement, along with a request for voting, for one of the investments held in our...
Hospital Agrees to $107 Million Settlement in Church Plan Case
The case is one of many that challenge the status of a health care organizations’ pension plan.
(b)lines Ask the Experts – Can Tips for Reviewing SPDs Be Used for Other Plans?
“I recently read your Ask the Experts Column ‘Tips for Reviewing SPDs.’
ERISA 403(b) Plan Costs Down Since 2009
The decrease could be, in part, due to a different composition of plan investments.
Understanding 403(b) Universal Availability Rules
An IRS webcast revealed common universal availability rule errors found by the IRS, and discussed rule provisions, as well as...
(b)lines Ask the Experts – Can Church Plan Employees Contribute More?
“Are there still rules that allow church employees to contribute more than they might normally be able to do under...
IRS Reminds Tax-Exempts to File Form 990
Losing tax-exempt status can affect the ability to offer 403(b) plans.
(b)lines Ask the Experts – Tips for Reviewing SPDs
“We just received a draft summary plan description (SPD) for our retirement plan for review.
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...