Tag: 403(b)

Opinions | June 27th, 2014

(b)est practices: Retirement Plan Communications: Compliance or Greatness?

June 27, 2014 (PLANSPONSOR.com) - Are you speaking to your employees or just at them?

Benefits | June 24th, 2014

Gens X and Y Educators Need Education About Retirement

June 24, 2014 (PLANSPONSOR.com) – Generations X and Y K-12 educators would prefer to learn about financial planning issues at...

Products | June 19th, 2014

Firm Rolls Out Recordkeeping Platform for K-12 403(b)s

June 19, 2014 (PLANSPONSOR.com) - FPS Services, LLC, an affiliate of FPS Group, LLC and a Bluff Point company, has...

Deals and People | June 17th, 2014

Rocaton Adds 403(b) Expertise to Consulting Team

June 17, 2014 (PLANSPONSOR.com) – Diane Improta has joined Rocaton Investment Advisors' defined contribution (DC) leadership team as managing director,...

Ask the Experts | June 17th, 2014

(b)lines Ask the Experts – ERISA-Like Practices for non-ERISA 403(b)s

June 17, 2014 (PLANSPONSOR (b)lines) – “Do the Experts think Public K-12 school districts and other 403(b) plan sponsors that...

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Compliance | June 16th, 2014

FINRA Fines Merrill Lynch Due to Sales Charges

June 16, 2014 (PLANSPONSOR.com) – The Financial Industry Regulatory Authority (FINRA) fined Merrill Lynch $8 million for failing to waive...

Ask the Experts | June 9th, 2014

(b)lines Ask the Experts – Determining Reasonableness of Fees

June 10, 2014 (PLANSPONSOR (b)lines) – “Thanks to the new service provider and fee disclosure requirements, I have a much...

Benefits | June 6th, 2014

Where There Is Room for Improvement in 403(b)s

June 6, 2014 (PLANSPONSOR.com) – While 403(b) plan sponsors are continuing to improve upon their plans to create better outcomes...

Opinions | June 6th, 2014

(b)est Practices: What Do You Know About Revenue Sharing?

June 6, 2014 (PLANSPONSOR.com) – What do you know about revenue sharing? If your answer is anything other than, “a...

Benefits | June 5th, 2014

Public Sector Needs More Retirement Readiness Help

June 6, 2014 (PLANSPONSOR.com) – The retirement readiness levels of employees in the public sector may not be as high...

Benefits | June 3rd, 2014

403(b)s Simplifying Investment Menus

June 3, 2014 (PLANSPONSOR.com) - Non-profit organizations that sponsor 403(b) plans are simplifying investment platforms by streamlining the options available...

Products | June 2nd, 2014

SPARK Institute Releases New RFP Guide

June 2, 2014 (PLANSPONSOR.com) – The SPARK Institute Business Ideas Exchange Committee has released its new “RFP Guide for Selecting...

Ask the Experts | May 27th, 2014

(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...

Benefits | May 23rd, 2014

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...

Ask the Experts | May 20th, 2014

(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)...

Compliance | May 15th, 2014

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...

Ask the Experts | May 6th, 2014

(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 | May 5th, 2014

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 | May 1st, 2014

(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 | May 1st, 2014

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...

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