Tag: 403(b)

Products | August 19th, 2014

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...

Ask the Experts | August 12th, 2014

(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 | August 7th, 2014

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...

Ask the Experts | August 5th, 2014

(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...

Administration | August 1st, 2014

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...

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Opinions | August 1st, 2014

(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 | July 31st, 2014

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...

Ask the Experts | July 29th, 2014

(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),...

Ask the Experts | July 22nd, 2014

(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)...

Ask the Experts | July 15th, 2014

(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...

Compliance | July 14th, 2014

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 | July 10th, 2014

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...

Compliance | July 8th, 2014

Insights into 403(b) Compliance

July 8, 2014 (PLANSPONSOR.com) – Changes to rules for employer-sponsored retirement plans are established with regularity, and sometimes it is...

Compliance | July 8th, 2014

Maintaining Non-ERISA 403(b) Status

July 8, 2014 (PLANSPONSOR.com) – Internal Revenue Service (IRS) regulations requiring more oversight for 403(b) plans make it harder for...

Compliance | July 4th, 2014

Pre-Approved 403(b) Document Program Furthers Uniformity

July 3, 2014 (PLANSPONSOR.com) - 403(b) plan documents currently may be presented in a myriad of forms, but pre-approved prototype...

Benefits | July 1st, 2014

Increasing Participation in 403(b) Plans

July 1, 2014 (PLANSPONSOR.com) – With some exceptions, sponsors of 403(b) retirement plans, especially school systems, have problems getting employees...

Deals and People | July 1st, 2014

MassMutual Names Leader for Not-for-Profit Retirement Plans

July 1, 2014 (PLANSPONSOR.com) – MassMutual Retirement has appointed Vince Rainforth as the national practice leader for not-for-profit (NFP) retirement...

Ask the Experts | July 1st, 2014

(b)lines Ask the Experts – Deferral Amount Requirement for 403(b) Participation

July 1, 2014 (PLANSPONSOR (b)lines) – “I realize the Experts addressed the issue of 403(b) participants who must be counted...

Benefits | June 30th, 2014

Using 403(b) Employer Contributions as Compensation

June 30, 2014 (PLANSPONSOR.com) – Public K-12 school systems that offer 403(b) plans have an extra tool for solving certain...

Compliance | June 30th, 2014

IRS to Discuss 403(b) Pre-Approved Document Program

June 30, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will host a free phone forum about 403(b) retirement plans.

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