Great-West, Putnam to Combine Retirement Businesses
March 20, 2014 (PLANSPONSOR.com) – Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine...
Tag: 403(b)
DOL Seeks Fiduciary for Abandoned 403(b)
March 20, 2014 (PLANSPONSOR.com) – The Department of Labor (DOL) is seeking approval to have an independent fiduciary appointed for...
Benefits |
N.C. Launches 403(b) Option for Educators
March 20, 2014 (PLANSPONSOR.com) – North Carolina K-12 educators now have an additional retirement vehicle open to them.
Benefits |
Rockville Centre Diocese Moving to 403(b)
March 14, 2014 (PLANSPONSOR.com) – The Diocese of Rockville Centre on Long Island is eliminating its defined benefit pension plan.
Opinions |
IRS Linking 403(b) Plans to Former 501(c)(3) Organizations
March 14, 2014 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has rolled out its next 403(b) Compliance Check questionnaire.
(b)lines Ask the Experts – Plan Participation by Related LLCs
March 11, 2014 (PLANSPONSOR (b)lines) – “Our college, a tax exempt 501(c)(3) organization, maintains a separate offsite center in Washington,...
(b)lines Ask the Experts – Which States Have Fiduciary Laws for 403(b)s?
March 4, 2014 (PLANSPONSOR (b)lines) – “I realize that fiduciary responsibility is quite clear in 403(b) plans that are subject...
Products |
PSCA Opens 403(b) Plan Survey
February 25, 2014 (PLANSPONSOR.com) - Non-profit organizations that sponsor 403(b) plans are asked to participate in the 2014 Plan Sponsor...
(b)lines Ask the Experts – Incentivizing 403(b) Participants to Retire
February 25, 2014 (PLANSPONSOR (b)lines) – “Our university is attempting to put together a faculty retirement incentive plan.
(b)lines Ask the Experts – Catching Up on Limits, Testing and Form 5500
February 18, 2014 (PLANSPONSOR (b)lines) – “Yet another snow day for me with a cancelled meeting, so I have some...
Benefits |
Non-ERISA 403(b)s an Endangered Species
February 14, 2014 (PLANSPONSOR.com) – Aside from government and non-electing church plans, is there really such thing as a non-ERISA...
(b)lines Ask the Experts – Allocating Investment Fund Settlement Checks
February 11, 2014 (PLANSPONSOR (b)lines) – “Our plan recently received a Securities and Exchange Commission (SEC) settlement check for approximately...
(b)lines Ask the Experts – Deadline for Corrective Distributions
February 4, 2014 (PLANSPONSOR (b)lines) – “Our 403(b) retirement plan provides for matching contributions, which we test for satisfaction of...
Benefits |
How Are 403(b)s Ahead in the Game?
February 4, 2014 (PLANSPONSOR.com) – 403(b) plan sponsors are often told to take lessons from their 401(k) plan counterparts. But, in...
Products |
OneAmerica Offers Index(b) Platform for Nonprofits
January 29, 2014 (PLANSPONSOR.com) – OneAmerica has launched Index(b), an indexed investing option designed for nonprofit organizations.
(b)lines Ask the Experts – Excess Deferrals: Which Plan Pays?
January 21, 2014 (PLANSPONSOR (b)lines) – “We have automated caps in our payroll system that prevent deferrals in excess of...
Priorities for Nonprofit Health Care Institution Investment Committees
January 17, 2014 (PLANSPONSOR.com) – Mercer identified 10 priorities in 2014 for investment committees at nonprofit health care institutions.
Products |
The Principal Unveils Enroll-by-Text Service
January 16, 2014 (PLANSPONSOR.com) – A new service from the Principal Financial Group enables workers to enroll in an employer-sponsored retirement plan...
Products |
The Principal Offers 403(b) Legacy Asset Expertise
January 15, 2014 (PLANSPONSOR.com) - A new strategy from the Principal Financial Group and National Benefit Services, LLC (NBS) can...
Products |
NTSAA Changes Name
January 15, 2014 (PLANSPONSOR.com) - The National Tax-deferred Savings Association (NTSA) has debuted.