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...
Tag: 403(b)
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...
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...
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...
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 |
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...
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...
(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 |
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...