(b)lines Ask the Experts – Which 403(b) Plan Is the Oldest?
“Since our University is currently on spring break I thought that I would take the time to ask the Experts...
Tag: 403(b)
(b)lines Ask the Experts – Retirement Plans Allowed for Rural Cooperatives
“I am an adviser who primarily works with 403(b) plans. A potential client has surfaced that is like nothing I...
SEC Opens Door for Non-ERISA Plan Fee Disclosures
The SEC received a letter saying fee disclosures would also benefit participants of non-ERISA retirement plans.
(b)lines Ask the Experts – Is There a Restriction on Number of Investments?
“We have hundreds of investments in our ERISA 403(b) retirement plan (NOT a brokerage window, but hundreds of actual investment...
Retirement Plan Assets Reach $21.5 Trillion
Public sector retirement plan assets have exceeded $4 trillion for the first time, according to a Spectrem market report.
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ERISApedia.com Publishes Fiduciary Responsibility eSource
Burrmont Compliance Labs, LLC announces a guide to ERISA fiduciary responsiblities is now being published on ERISApedia.com.
(b)lines Ask the Experts – Notification of Funds on ‘Watch’ Status
“As part of the quarterly due diligence process for our ERISA 403(b) plan, the committee, from time to time, places...
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Retirement Advisor Council Releases RFP Tool
The Retirement Advisor Council unveiled a free template request for proposal questionnaire for use by higher education institutions looking to...
Boosting Plan Participation Without Auto-Enrollment
For most non-ERISA 403(b) plans, automatic enrollment is not an option.
(b)lines Ask the Experts – What Is a 403(a) Plan?
“I am an adviser who is familiar with 403(b) plans, but today I came across something I have never heard...
(b)lines Ask the Experts – ACP Testing After a Spin-Off
“I read your recent Q&A regarding post-merger ACP testing with great interest, as our hospital has an ACP testing issue...
Majority of Catholic Dioceses Plan to Freeze Pensions
Eighty percent of Catholic dioceses offer lay employees a 403(b) plan, while 15% offer a 401(k).
Hospital Employees Sue Colorado Springs for Pension
A lawsuit claims the City of Colorado Springs’ termination of Memorial Health System’s affiliation with the state pension system violated...
(b)lines Ask the Experts – Recordkeepers Not Meeting Statement Requirements
“We sponsor an Employee Retirement Income Security Act (ERISA) 403(b) plan with four different recordkeepers.
(b)lines Ask the Experts – ACP Testing After a Merger
“Our hospital merged with another private tax-exempt hospital last year, and both hospitals are now part of the same controlled...
(b)lines Ask the Experts – Forcing RMDs
“There are several individuals who are no longer working for us, are over age 70 ½, and have never taken...
(b)lines Ask the Experts – What Is a FICA Alternative Plan?
“I recently started working in the employee benefits department at a large public university.
Charter Schools to Be Included in Governmental Plan Regs
In response to comments about its intention to issue governmental plan regulations, the IRS says charter schools may participate in...
California Retirement Plan Consultants Combine
QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.
(b)lines Ask the Experts – Difference Between Roth and After-Tax
January 27, 2015 (PLANSPONSOR (b)lines) – “What is the difference between a Roth 403(b) contribution and an after-tax 403(b) contribution?”