Tag: 403(b)

Products | October 7th, 2015

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...

Deals and People | October 6th, 2015

PlanMember to Partner With Interpacific

PlanMember Financial Corporation will “ally” with national marketing and distribution firm Interpacific Investors Services Inc (IIS).

Ask the Experts | October 6th, 2015

(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)...

Administration | October 1st, 2015

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’...

Ask the Experts | September 29th, 2015

(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...

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Ask the Experts | September 22nd, 2015

(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...

Ask the Experts | September 15th, 2015

(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...

Administration | September 4th, 2015

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...

Ask the Experts | September 1st, 2015

(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...

Products | August 31st, 2015

Annual 401(k)/403(b) Day Campaign Focuses on Financial Wellness

The PSCA has made available educational resources for retirement plan participants.

Ask the Experts | August 25th, 2015

(b)lines Ask the Experts – The Difference Between QPSAs and QJSAs

“What is the difference between a QPSA and QJSA?”

Products | August 24th, 2015

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.

Administration | August 24th, 2015

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...

Compliance | August 21st, 2015

School District Suffers Data Breach During Audit

A flash drive containing information about 403(b) or 457(b) plan participants that was given to an IRS agent was lost.

Ask the Experts | August 18th, 2015

(b)lines Ask the Experts – What Is a Financial Wellness Program?

“I keep hearing about the concept of financial wellness, but I am not quite certain what it means.

Administration | August 13th, 2015

A K-12 403(b) Plan Sponsor Consolidates Vendors

While establishing processes to comply with IRS regulations, a school district in Illinois decided it wanted a better plan for...

Products | August 11th, 2015

SPARK Publishes Updated 403(b) Info Sharing Best Practices

The purpose of the revision is to provide more specificity concerning the data to be shared between providers.

Ask the Experts | August 11th, 2015

(b)lines Ask the Experts – Adding Roth When After-Tax Already Exists

“We are considering adding Roth contributions to our 403(b) plan.

Ask the Experts | August 4th, 2015

(b)lines Ask the Experts – Why Conduct an RFP for a Recordkeeper?

“Why should I conduct a request for proposals (RFP) for a recordkeeper for my retirement plan?”

Ask the Experts | July 28th, 2015

(b)lines Ask the Experts – Can a 403(b) Offer Managed Accounts?

“Can a 403(b) plan offer managed accounts?”

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Implementing a retirement income solution in a defined contribution plan is not a product decision, but a governance decision with long-term implications. Join PLANSPONSOR's Retirement Income livestream series to get practical guidance and learn about resources to develop decision frameworks that can be taken back to plan and investment committees.

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