Higher Ed Plans Increasingly Turn to Advisers
Institutions that partner with retirement plan advisers or consultants have more effective retirement benefit programs.
Tag: 403(b)
(b)lines Ask the Experts – Calculating 15-Year Catch-Up Elections
“I am attempting to calculate the 15-year catch-up election for a participant in our 403(b) plan.
(b)lines Ask the Experts – 300 and Counting!
Recently, Ask the Experts passed a notable milestone, as the 300th...
Auto Enrollment an Opportunity for Church Plans
Church plan legislation provides an immediate opportunity for plan sponsors to affect participant outcomes through auto enrollment; the effect of...
(b)lines Ask the Experts – What’s in Year-End Legislation for 403(b)s?
“Will any of the 2015 year-end legislation that was passed have an effect on my retirement plan?”
Methodist Pension Board Blacklists Five Banks
It is believed the Israeli banks help finance settlement construction in what some consider illegally occupied Palestinian territories, according to...
2016 Investment Considerations for Health Care Organizations
Mercer outlines the top investment considerations for not-for-profit healthcare organizations for 2016.
(b)lines Ask the Experts – Is the Form 5500 Extension Deadline Extended?
“I heard that there was an additional month added to the extended deadline for Form 5500 filings, so that calendar...
IRS Guidance Shows Anticipation of Pre-Approved 403(b) Plans
The IRS has issued updated procedures for requesting letter rulings and has made changes to VCP fees.
Another Diocese Moves to 403(b) Plan
More than half of dioceses plan to freeze or terminate their pension plans, a survey found last year.
(b)lines Ask the Experts – Can SPDs Be Provided for Church Plans?
“I recently commenced employment at a church plan sponsor, and noticed...
Church Plan Legislation Finally Gets Passed
Lawmakers’ repeated efforts to clarify the application of certain tax and retirement laws and regulations to the church retirement plans...
Appellate Court Sets Precedent for Church Plan Cases
The first of the appellate courts to rule on recent church plan litigation, the 3rd Circuit reiterated that only churches...
Budget Bill Includes Retirement Plan Provisions
The bill expands allowable SIMPLE plan rollovers, expands exceptions to the 10% early withdrawal penalty on retirement plan distributions, and...
Catholic Health Initiatives Wins Church Plan Challenge
A federal judge found the meaning of “church” is not as simple as “a house of worship.”
Many 403(b) Plan Sponsors Not Keeping Up with Fiduciary Duties
Many small 403(b) plan sponsors, especially, could use some help, a survey finds.
(b)lines Ask the Experts – Are 403(b) Accounts Insured?
“Are 403(b) accounts insured in a manner similar to checking and savings accounts? Or is there some other type of...
Many Doctors Not Saving Well for Retirement
Nearly half of physicians believe they cannot afford to max out their workplace retirement savings plan.
Senators Give Church Plan Legislation Another Try
U.S. Senators Ben Cardin (D-Maryland) and Rob Portman (R-Ohio) previously introduced legislation to address church retirement plan issues in 2013.
(b)lines Ask the Experts – Correction for Mandatory Contribution Failures
“Our 403(b) plan has an employee mandatory contribution feature that is a condition of employment.