Introducing Automatic Enrollment to K-12 403(b)s
“In 22 states, plan sponsors can use automatic enrollment right away,” said Matt Spina, executive vice president and chief operating...
Tag: 403(b)
Personal Analysis Needed for Faculty Reluctant to Retire
Unconfirmed assumptions often appear to underlie a reluctance to retire.
(b)lines Ask the Experts – Form 5500 Fee Info Doesn’t Match Plan Expenses
“I am commencing the process of reviewing the 2014 Form 5500 for our calendar-year ERISA 403(b) plan.
Non-ERISA 403(b)s Off the Radar
Non-ERISA 403(b)s are not under regulatory scrutiny. Is that a good thing or bad thing?
Bogdahn Group Expands DC Investment Consulting Team
Paul Murray has experience working with hospital and higher education 401(k)s and 403(b)s.
(b)lines Ask the Experts – Do We Have to Hire an Outside Adviser?
“I work at a Employee Retirement Income Security Act (ERISA) 403(b) plan sponsor. We currently do NOT engage an investment...
(b)lines Ask the Experts – What Is Gamification?
“A representative from the recordkeeper for our 403(b) plan referred to the concept of ‘gamification’ the other day.
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New Retirement Plan Program Targets Not-for-Profits
A work place solution from Transamerica and Merrill Lynch expands offerings for 403(b) clients.
(b)lines Ask the Experts – What Is a 1035 Exchange?
“I received a form from a participant in our 403(b) plan requesting a “1035 exchange”. What in the world is...
Teachers Sue over Illegal Post-Retirement 403(b) Contributions
The retired teachers say they were subject to taxes to which they would not have been if the school district...
(b)lines Ask the Experts – Prior (b)lines Ask the Experts Articles
“I very much enjoy Ask the Experts, but am sometimes unable to keep up-to-date on the column, and wonder if...
(b)lines Ask the Experts – Difference Between 403(b) and 401(k) Vendor Contracts
“I am a benefits manager who recently became employed at a large nonprofit after having been in the corporate world.
Church Plan Case Reaches Settlement
The settlement agreement provides for the retirement plan sponsor to offer ERISA-like protections for its church plan.
Courts Split on Definition of Church Plan
A recent decision has courts evenly split on cases challenging retirement plans’ “church plan” status.
Reminder to Keep Eligibility to Sponsor 403(b)
Only certain tax-exempt employers are eligible to sponsor an Internal Revenue Code Section 403(b) plan.
(b)lines Ask the Experts – Will the DOL Proposal Make Me a Fiduciary? Part II
“I read with great interest your recent Ask the Experts column about a benefits manager who worked with consultants to...
(b)lines Ask the Experts – Employer Contribution Availability for Hardship Withdrawals
“Can employer contributions to 403(b)(1) fixed/variable annuities be withdrawn for financial hardship? I reviewed the 403(b) regulations in this regard,...
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Massachusetts Firm Unveils EZ Plan
Revzon Consulting Group has introduced the EZ B Plan, a low-cost 403(b) plan for small non-profit organizations and municipalities.
(b)lines Ask the Experts – Will the DOL’s New Proposal Make Me a Fiduciary?
“As an employee benefits manager for a large nonprofit hospital, I work with our plan consultants to put together investment...
(b)lines Ask the Experts – Who Is the Plan Administrator?
“Do the Experts know who/what is the Plan Administrator?