(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...
Tag: 403(b)
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.
(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...
(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...