Guidance Issued for Allocating After-Tax Amounts to Rollovers
September 19, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among...
Tag: 403(b)
(b)lines Ask the Experts – When to Expect Contribution Limit Information
September 16, 2014 (PLANSPONSOR (b)lines) – “Already attempting to plan for 2015. Do we know when the new retirement plan...
(b)lines Ask the Experts – 457 Deferrals and Plan Limits
September 9, 2014 (PLANSPONSOR (b)lines) – “I have a new employee who contributed to the retirement plans of his prior...
Benefits |
Retirement Account Ownership Down, Values Up
September 8, 2014 (PLANSPONSOR.com) - Ownership of retirement accounts fell in 2013, but median and mean values of retirement accounts...
Products |
Aspire Enhances 403(b) Enrollment and Service Portal
September 8, 2014 (PLANSPONSOR.com) – Aspire Financial Services launched an enhanced 403(b) enrollment and client service portal.
(b)lines Ask the Experts – Different Investment Policies for DB and DC Plans
September 2, 2014 (PLANSPONSOR (b)lines) – “I serve as chair of the investment committee for a large health care entity,...
(b)lines Ask the Experts – Eliminating the Minimum Deferral Requirement
August 26, 2014 (PLANSPONSOR (b)lines) – “I noticed in our 403(b) plan document that there is a minimum annual deferral...
Stakes High for Church Plans, Lawyers Say
August 19, 2014 (PLANSPONSOR.com) – Attorneys representing Catholic Health Initiatives (CHI) have requested that a federal court hear oral arguments...
Products |
It May Just Be Easier to Switch to ERISA 403(b)
August 19, 2014 (PLANSPONSOR.com) - Given regulatory guidelines that can be difficult to follow, many non-profit 403(b) plan sponsors are...
(b)lines Ask the Experts – Suggested Reading for New Plan Sponsor Employee
August 12, 2014 (PLANSPONSOR (b)lines) – “I was just hired by the benefits department of a large university to work...
Opinions |
Fiduciary Responsibility for Investments a Serious Matter
August 8, 2014 (PLANSPONSOR.com) – 403(b) plan sponsors subject to the Employee Retirement Income Security Act (ERISA) should be concerned...
(b)lines Ask the Experts – Managing Form 5500 Filing for Multiple Plans
August 5, 2014 (PLANSPONSOR (b)lines) – “I work for a large nonprofit hospital, and through a series of acquisitions we...
SBS Offers Checklist for Investment Policy Statements
August 1, 2014 (PLANSPONSOR.com) – While the Employee Retirement Income Security Act (ERISA) does not require retirement plan sponsors to...
Opinions |
(b)est practices: Target-Date Funds May Need a “Warning Label”
August 1, 2014 (PLANSPONSOR.com) - Many qualified plans utilize target-date retirement funds as default funds, the funds into which a...
Benefits |
More Could Use DC Compliance, Design Best Practices
July 31, 2014 (PLANSPONSOR.com) – A survey of sponsors of many different types of defined contribution (DC) retirement plans finds...
(b)lines Ask the Experts – Preparing for an IRS Audit
July 29, 2014 (PLANSPONSOR (b)lines) – “Though our 403(b) plan has never been audited by the Internal Revenue Service (IRS),...
(b)lines Ask the Experts – Employer Contribution Limits for 403(b)s and 457(b)s
July 22, 2014 (PLANSPONSOR (b)lines) – “I realize that there are separate 402(g) elective deferral limits for 457(b) and 403(b)...
(b)lines Ask the Experts – Retirement Plan Contributions from Disability Plan
July 15, 2014 (PLANSPONSOR (b)lines) – “I recently started working at a University and noticed that our disability carrier has...
Plan Administration for Employees Who Serve in the Military
July 14, 2014 (PLANSPONSOR.com) – Retirement plan sponsors should become familiar with laws covering employees who have served, or are...
Benefits |
Health Care Organizations Addressing Retirement Plan Engagement
July 10, 2014 (PLANSPONSOR.com) - Defined contribution retirement plan sponsors in the health care industry are becoming more proactive in...