Tag: 403(b)

Products | March 12th, 2015

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...

Administration | March 12th, 2015

Boosting Plan Participation Without Auto-Enrollment

For most non-ERISA 403(b) plans, automatic enrollment is not an option.

Ask the Experts | March 10th, 2015

(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...

Ask the Experts | March 3rd, 2015

(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...

Data and Research | February 27th, 2015

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).

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Compliance | February 27th, 2015

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...

Ask the Experts | February 24th, 2015

(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.

Ask the Experts | February 16th, 2015

(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...

Ask the Experts | February 10th, 2015

(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...

Ask the Experts | February 3rd, 2015

(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.

Compliance | January 29th, 2015

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...

Deals and People | January 29th, 2015

California Retirement Plan Consultants Combine

QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.

Ask the Experts | January 27th, 2015

(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?”

Benefits | January 23rd, 2015

West Virginia School Employees Suing DC Plan Provider

A lawsuit claims VALIC misled West Virginia public school employees to invest retirement savings in investments that did not perform...

Ask the Experts | January 20th, 2015

(b)lines Ask the Experts – Going from No HCEs to Having HCEs

January 20, 2015 (PLANSPONSOR (b)lines) – “I have worked with a small private tax-exempt that, since its inception many years...

Opinions | January 20th, 2015

Overcoming Benefit Reductions

Helping Public School Employees Fill Retirement Savings Gap

Ask the Experts | January 13th, 2015

(b)lines Ask the Experts – Prepare for 2014 Form 5500 Change

January 13, 2015 (PLANSPONSOR (b)lines) – “I understand that the new 2014 5500 form/instructions have been issued. Are there any...

Ask the Experts | January 6th, 2015

(b)lines Ask the Experts – 457 Plan Transfers

“I work at a private university and we recently had an employee who had a 403(b) and 457(b) plan account...

Deals and People | December 24th, 2014

USRP Acquires Pennsylvania 403(b) Provider

U.S. Retirement Partners (USRP) reported that it has acquired Kades-Margolis Corporation (KMC), which will join USRP’s national network of 403(b)...

Compliance | December 22nd, 2014

Addressing Mistakes in Tax Treatment of Employee Deferrals

An updated IRS web page tells retirement plan sponsors how to correct the mistake of using the wrong tax treatment...

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