(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...
Tag: 403(b)
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.
Products |
Retirement Trust for Associations Launched
Empower Retirement has been engaged to market and distribute the plan within the association and nonprofit community.
Opinions |
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.
(b)lines Ask the Experts – Failing to Start Mandatory Contributions
“We are a governmental entity with a '401(a) governmental defined contribution plan,'—it is not a 401(k) plan.
(b)lines Ask the Experts – Moving to Limit Loans
“Our plan currently allows for unlimited loans from a participant’s entire...
Higher Ed Plans Increasingly Turn to Advisers
Institutions that partner with retirement plan advisers or consultants have more effective retirement benefit programs.
(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...