(b)lines Ask the Experts – Employee Concerns About Eliminating the 15-Year Catch-Up
“As discussed in your recent Ask the Experts columns ‘Can the...
Tag: 403(b)
(b)lines Ask the Experts – How Long Will Limits Remain Unchanged?
“I was disappointed that almost all the Internal Revenue Service (IRS) benefits and contribution limits did not increase for 2016....
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Investment Product Launches for the Week
CUNA Mutual Retirement Solutions adds to stable value offerings for 457 and 403(b) plans; Index Fund Advisors “Investing for Catholics”...
Advisers Boost 403(b) Participants’ Retirement Confidence and Savings
An AXA study of K–12 403(b) plan participants found advisers bring both emotional and financial value.
(b)lines Ask the Experts – When Hardship Suspensions Start
“I realized that, per our retirement plan safe harbor provisions for hardship distributions, elective deferrals from all of our retirement...
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AXA Schools Teachers About 403(b)s
Borrowing from the approach in teachers' lesson books, a new learning lab shows school employees the value of a 403(b)...
(b)lines Ask the Experts – Inactive Vendor Accounts Counted Toward Cashouts?
“We are reducing the number of recordkeepers in our Employee Retirement Income Security Act (ERISA) 403(b) retirement plan from five...
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Retirement Planning Added to Benefits Engagement Solutions
Navera's new module provides employees a personally relevant experience to help them make smart financial decisions regarding their 40l(k) or...
PlanMember to Partner With Interpacific
PlanMember Financial Corporation will “ally” with national marketing and distribution firm Interpacific Investors Services Inc (IIS).
(b)lines Ask the Experts – Allowing In-Service MRDs
“We are a private university that sponsors two plans, a 401(a) defined contribution plan for employer contributions and a 403(b)...
Why Participation Is Low in K-12 403(b) Plans
Employers cite several reasons they think employees don’t participate in their 403(b) plans, but it may come down to employees’...
(b)lines Ask the Experts – Must a Frozen 401(a) DB Plan Be Terminated?
“I read with great interest your Ask the Experts Q&A on frozen plans, since our organization has a frozen Employee...
(b)lines Ask the Experts – Must a Frozen 401(a) Plan Be Terminated?
“We are a large 501(c)(3) health care organization that froze its Employee Retirement Income Security Act (ERISA) 401(a) defined contribution...
(b)lines Ask the Experts – Evaluating Share Class Expenses
"How do I find out if the share classes of mutual funds in my retirement plan are the cheapest share...
New School Year: Time to Educate Educators About Saving
The beginning of the school year is a great time to get public school employees on track for a secure...
(b)lines Ask the Experts – Best Response to Participants About the Market
“As the market has experienced a downturn, I am fielding calls from our 403(b) plan participants regarding their retirement plan...
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Annual 401(k)/403(b) Day Campaign Focuses on Financial Wellness
The PSCA has made available educational resources for retirement plan participants.
(b)lines Ask the Experts – The Difference Between QPSAs and QJSAs
“What is the difference between a QPSA and QJSA?”
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MetLife Offers Retirement Planning Resources for Teachers
The “MetLife 3 R’s to Retirement” campaign and website offer resources and guidance to public school district employees.
Can K-12 403(b)s Find a Balance?
There’s been a tug of war, of sorts, over the best design for K-12 school district 403(b) plans, but some...