Tag: 403(b)

Opinions | January 10th, 2014

403(b) Plan Checklist of Best Practices for Plan Sponsors

January 10, 2014 (PLANSPONSOR.com) - A good New Year’s resolution regarding your 403(b) plan is to resist the tendency to...

Compliance | January 8th, 2014

IRS Updates Procedures for Determination Letters, User Fees

January 8, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued notices regarding procedures for issuing determination letters and...

Ask the Experts | January 7th, 2014

(b)lines Ask the Experts – Restricting Loan Use to Financial Hardships

January 7, 2014 (PLANSPONSOR (b)lines) – “Thanks for the Q&A on loan utilization, as it was quite informative.

Benefits | January 3rd, 2014

A Plan Sponsor Decides Simplification Is Best for Everyone

January 3, 2014 (PLANSPONSOR.com) – Many 403(b) sponsors were faced with necessary changes following passage of new Internal Revenue Service...

Ask the Experts | December 31st, 2013

(b)lines Ask the Experts – Resolutions for 403(b) Plan Sponsors

December 31, 2013 (PLANSPONSOR (b)lines) – “Any New Year’s Resolutions from the Experts?”

Ask the Experts | December 24th, 2013

(b)lines Ask the Experts – 2013 “Gifts” from the IRS

December 24, 2013 (PLANSPONSOR (b)lines) – “I seem to recall a reader suggesting a “wish” list to Santa last year...

Compliance | December 23rd, 2013

IRS Updates Information About 403(b) Plans

December 23, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has updated two publications relating to 403(b) plans.

Products | December 23rd, 2013

National Life Group Expands 457(b) Presence

December 23, 2013 (PLANSPONSOR.com) - National Life Group will increase emphasis on marketing 457(b) plan solutions.

Products | December 20th, 2013

VALIC Offers Fee Equalization Solution

December 20, 2013 (PLANSPONSOR.com) – VALIC, a retirement plan provider for nonprofit institutions, released a plan fee equalization feature within...

Opinions | December 20th, 2013

Helping Health Care Employees Achieve Retirement Readiness

December 20, 2013 (PLANSPONSOR.com) - To increase the effectiveness of an organization’s retirement plan offering and drive better retirement outcomes...

Ask the Experts | December 17th, 2013

(b)lines Ask the Experts – Reining in Loan Use

December 17, 2013 (PLANSPONSOR (b)lines) – “Our 403(b) plan appears to have a loan utilization problem: Many more loans are...

Compliance | December 16th, 2013

Court Weighs In on Church Plan Issue

December 16, 2013 (PLANSPONSOR.com) – A federal court has refused to dismiss a lawsuit claiming an employer’s pension plan is...

Benefits | December 16th, 2013

Recruiting Challenges Surface as Boomers Retire

December 16, 2013 (PLANSPONSOR.com) – Worries about recruiting and training new talent, as more Baby Boomers retire, top the list...

Deals and People | December 12th, 2013

CalSTRS Names Head of Voluntary DC Plan

December 12, 2013 (PLANSPONSOR.com) – The California State Teachers’ Retirement System (CalSTRS) named Sandy Blair to head the office overseeing...

Ask the Experts | December 10th, 2013

(b)lines Ask the Experts – Compliance Deadlines Falling on Weekends

December 10, 2013 (PLANSPONSOR (b)lines) – “The recent deadline for distribution of QDIA Notices, automatic enrollment notices, and safe harbor...

Ask the Experts | December 3rd, 2013

(b)lines Ask the Experts – 457 Plan Risk to Participants

December 3, 2013 (PLANSPONSOR (b)lines) – “We are a private tax-exempt entity that sponsors a 457(b) plan for select management...

Ask the Experts | November 26th, 2013

(b)lines Ask the Experts – Mandatory Contributions and Universal Availability

November 26, 2013 (PLANSPONSOR (b)lines) – “I hope the Experts can respond to yet another mandatory contribution question!

Ask the Experts | November 19th, 2013

(b)lines Ask the Experts – Questions About Mandatory Contributions

November 19, 2013 (PLANSPONSOR (b)lines) – “Thank you for last week’s information about the difference between automatic enrollment and employee...

Benefits | November 18th, 2013

Higher Ed. Plans Streamline to Save

November 18, 2013 (PLANSPONSOR.com) – U.S. higher education institutions are implementing consolidations and refining features to drive down retirement plan...

Compliance | November 15th, 2013

IRS Revises Safe Harbor Plan Rules

November 15, 2013 (PLANSPONSOR.com) – Revisions to the Internal Revenue Service’s (IRS) rules governing contributions to safe harbor 401(k) and...

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