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