(b)lines Ask the Experts – Guidelines for Asking the Experts Questions
May 27, 2014 (PLANSPONSOR (b)lines) – “I recently sent a question to Ask the Experts, but it wasn’t used for...
Tag: 403(b)
Benefits |
ERISA Offers Best Practices for K-12 403(b)s
May 23, 2014 (PLANSPONSOR.com) - Emulating fiduciary principles of the Employee Retirement Income Security Act (ERISA) can help K-12 public...
(b)lines Ask the Experts – IRS Relief for Late Form 5500s
May 20, 2014 (PLANSPONSOR (b)lines) – “I read a recent article in (b)lines which indicated the Internal Revenue Service (IRS)...
Defendants in One Church Plan Case Get a Victory
May 15, 2014 (PLANSPONSOR.com) – The defendants in one of the church plan court cases have had their status confirmed...
(b)lines Ask the Experts – Covering More Than All Bases for Notices
May 6, 2014 (PLANSPONSOR (b)lines) – “We have a complex payroll structure with a number of included/excluded groups of employees.
Benefits |
A Plan Sponsor Gets Participants Unstuck
May 5, 2014 (PLANSPONSOR.com) – “Two years ago, we noticed a lack of participants who were on track to replace...
Opinions |
(b)est Practices: Investment Policy Statements
May 1, 2014 (PLANSPONSOR.com) - Which statement is true: Having an investment policy statement (IPS) can increase liability, or having...
Products |
USRP Acquires Common Remitter Business
May 1, 2014 (PLANSPONSOR.com) – U.S. Retirement Partners (USRP), through its U.S. Employee Benefits Services Group (USEBSG) division, has acquired...
(b)lines Ask the Experts – Same-Gender Marriage Rules and non-ERISA Plans
April 29, 2014 (PLANSPONSOR (b)lines) – “I work with a public school district and our 403(b) plan is not subject...
Products |
TSA Consulting Acquires 403(b) Solutions Program
April 28, 2014 (PLANSPONSOR.com) – TSA Consulting Group, Inc., a provider of 403(b) and 457(b) retirement plan administration services, has...
(b)lines Ask the Experts – Failure to Amend Plan Document
April 22, 2014 (PLANSPONSOR (b)lines) – “I read with great interest last week’s Q&A regarding the corrective procedure for failing...
(b)lines Ask the Experts – Correction for Failure to Adopt a Plan Document
April 15, 2014 (PLANSPONSOR (b)lines) – “I am working with a plan sponsor that thought it had executed a 403(b)...
Benefits |
What 401(k)s Can Learn from 403(b)s
April 9, 2014 (PLANSPONSOR.com) – Passage of 403(b) regulations in 2007 led 403(b) plans to adopt similar requirements and administration...
(b)lines Ask the Experts – Delay of Pre-Approved Plan Documents
April 8, 2014 (PLANSPONSOR (b)lines) – “Are we expecting vendor-provided 403(b) prototype documents anytime soon? I seem to recall from...
Products |
AXA Offers Retirement Education for Educators
April 8, 2014 (PLANSPONSOR.com) – During National Retirement Planning Week, AXA is emphasizing the need to teach teachers about the...
(b)lines Ask the Experts – Differences in RMDs for 403(b) Plans
April 1, 2014 (PLANSPONSOR (b)lines) – “I have traditionally worked with 401(k) plans, but my new employer sponsors a 403(b)...
Opinions |
(b)est Practices: Plan-Level Investment Selection/De-Selection
March 28, 2014 (PLANSPONSOR.com) - Maintaining an investment menu is a somewhat different task than building one from scratch.
IRS Modifies Procedures for Pre-Approved 403(b)s
March 26, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has modified Revenue Procedure 2013-22, which sets forth procedures for...
Benefits |
Reporting and Disclosure Requirements for Non-ERISA Plans
March 24, 2014 (PLANSPONSOR.com) – Financial and retirement services provider Prudential has created a 2014 Compliance Checklist for retirement plans...
Benefits |
Helping DB, DC and 403(b) Plans Comply with ERISA
March 24, 2014 (PLANSPONSOR.com) – Financial and retirement services provider Prudential has released a checklist to help plan sponsors of...