Higher Education Plan Sponsors Ramp Up IPS Usage
In light of a stronger focus on fiduciary responsibilities, more than three-fourths of higher education plan sponsors have implemented an investment...
Tag: 403b
Are 457(b) Plan Assets at Risk During an Acquisition?
“We are a private tax-exempt hospital that sponsors a 457(b) plan for select management or highly compensated employees. Though all...
Settlement Agreement Reached in Church Plan Challenge
Many terms of the settlement agreement between St. Joseph’s Hospital and its pension plan participants are similar to provisions of...
Johns Hopkins University ERISA 403(b) Challenge Partly Dismissed
The complaint states that Johns Hopkins has not prudently managed its 403(b) plan, but a district court judge disagrees, at...
Ascension Reaches Settlement With Acquired Entity’s Church Plan
Ascension has agreed to pay the first $29.5 million of benefits that are distributable to settlement class members in the...
Court Moves Forward Few Claims in NYU 403(b) Plans Case
A federal court judge found most claims were not plausibly alleged by the plaintiffs.
(b)lines Ask the Experts – Is an Irrevocable Election Not to Participate Truly Irrevocable?
Experts answer questions from 403(b) plan sponsors and providers.
ERISA Challenge Targets Minnesota Hospital System
The latest retirement industry class action challenge, filed in the U.S. District Court for the District of Minnesota, names as...
(b)lines Ask the Experts – Re-borrowing After Repayment of a Defaulted Loan
“I work for a plan sponsor where payroll deduction and outside collateral cannot be used for loans. We have a...
Non-Profit and Governmental Plan Sponsors Wanted for IRS Committee
The Internal Revenue Service is seeking applications for vacancies on the Advisory Committee on Tax Exempt and Government Entities.
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Tax-Exempt Retirement Plans Have Varying Focuses
Heather Lavallee from Voya spoke with PLANSPONSOR about the different issues tax-exempt plan sponsors are dealing with and how Voya...
(b)lines Ask the Experts – Having More Than One 403(b) Plan and Plan Type
“We have two groups of employees—non-union and union employees.
Court Decision Leaves Open Question of Responsibility for Government Plans
In addition, the 5th Circuit found a settlement agreement between Singing River Health System and its current and former employees...
Vanguard to Outsource Some 403(b) Recordkeeping to Newport Group
Vanguard says the partnership will offer enhanced services and features to 403(b) plan participants and sponsors.
(b)lines Ask the Experts – Why Some 403(b)s May Delay Form 5500 Filing
“I am fairly new to the employee benefits field, but was shocked to find that our employer, a private university,...
(b)lines Ask the Experts – When Nondiscriminatory Compensation Under 414(s) Applies
“A Section 414(e)(e) religious organization, that does not meet the definition of church or qualified church-controlled organization QCCO under Section...
(b)lines Ask the Experts – Effect of the Supreme Court Ruling on Church Plans
“I heard that the recent Supreme Court ruling was favorable to church plans sponsored by organizations such as faith-based universities...
(b)lines Ask the Experts – Consequence of Offering Non-Eligible Investments
“What is the consequence of a plan that, though written to permit only 403(b) eligible investments (403(b)(1) fixed/variable annuities and...
(b)lines Ask the Experts – Must Form 8955-SSA Be Filed Electronically?
“I have received conflicting information as to whether Form 8955-SSA is required to be filed electronically. Can the Experts clarify?”