(b)lines Ask the Experts – Missing Spouses as Beneficiaries
November 18, 2014 (PLANSPONSOR (b)lines) – “One of our new employees told us she does not wish to name her...
Tag: 403(b)
(b)lines Ask the Experts – Should Fund Prospectuses Be Automatically Sent?
November 11, 2014 (PLANSPONSOR (b)lines) – “I work at a 501(c)(3) social welfare organization that sponsors an Employee Retirement Income...
Health System Offers to Cash Out Pensions Early
Realizing its pension plan is unsustainable, the Singing River Health System in Mississippi is offering employees the option to cash...
(b)lines Ask the Experts – When Must Fee Disclosures Be Sent?
November 4, 2014 (PLANSPONSOR (b)lines) – “Now that the 5500 and Form-SSA filing has been completed, I am turning my...
Enforcing Plan Limits for 403(b)s Not So Simple
There are unique rules for 403(b) plans that make enforcing contribution and benefit limits not so straightforward.
Products |
Advanced Capital Group Opens Chicago Office
Advanced Capital Group (ACG) is opening a new office to support retirement plans and other institutional investors.
(b)lines Ask the Experts – Reporting Participants Who Have Withdrawn Accounts
October 28, 2014 (PLANSPONSOR (b)lines) – “I noticed in our recently filed Form 8955-SSA, we report individuals who terminated employment,...
Another Church Plan Lawsuit Is Filed
October 24, 2014 (PLANSPONSOR.com) – Employees and retirees of Daughters of Charity Health System filed a class action lawsuit alleging...
Benefits |
Higher Education Institutions Focusing More on Retirement Readiness
October 21, 2014 (PLANSPONSOR.com) – Higher education institutions that offer a 403(b) or Roth 403(b) plan are adopting practices that...
(b)lines Ask the Experts – Explaining Tax Withholding on Plan Distributions
October 21, 2014 (PLANSPONSOR (b)lines) – “As the primary administrator for our 403(b) plan, I have difficulty explaining to participants...
Benefits |
Higher Education Plan Sponsors Step Up Their Game
October 17, 2014 (PLANSPONSOR.com) – Higher education institutions are continuing to improve their retirement programs, a survey finds.
(b)lines Ask the Experts – What Is a Fidelity Bond?
October 14, 2014 (PLANSPONSOR (b)lines) – “I am in the process of filing our retirement plan 5500s and a question...
Benefits |
University Adds Option for Faculty to Transition to Retirement
October 10, 2014 (PLANSPONSOR.com) – The University of Minnesota has added a third retirement option to help faculty ease into...
Archdiocese Sells Properties to Meet Unfunded Obligations
October 10, 2014 (PLANSPONSOR.com) - The Archdiocese of Philadelphia sold three archdiocesan properties, in part to meet pension obligations.
Opinions |
Objectively, How Good Is Your Retirement Plan? Part 2
October 10, 2014 (PLANSPONSOR.com) - Objectively, how good is your retirement plan? Without some comparative analysis, how would you know?
Benefits |
School District Explains Advantages of Paring Providers
October 7, 2014 (PLANSPONSOR.com) – Montgomery County (Maryland) Public Schools has approved changes to the school system’s 403(b) and 457(b)...
Benefits |
Higher Education Institutions Focused on Health Benefit Changes
October 2, 2014 (PLANSPONSOR.com) - Sibson Consulting’s Fall 2014 College & University Benefits Study found changes from last year occurred...
(b)lines Ask the Experts – Treatment of Contracted Employees
September 30, 2014 (PLANSPONSOR (b)lines) – “I work for a 501(c)(3) arts organization and, due to the nature of our...
Opinions |
Objectively, How Good Is Your Retirement Plan?
September 26, 2014 (PLANSPONSOR.com) - Objectively, how good is your retirement plan? Without some comparative analysis, how would you know?
Benefits |
Total Retirement Assets Reached $24 Trillion in Q2
September 25, 2014 (PLANSPONSOR.com) - Total U.S. retirement assets reached $24 trillion as of June 30, up 2.8% from $23.4...