(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.
Tag: 403(b)
(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...
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...
(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...
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.
Opinions |
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...
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...
(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 |
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...
(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?”
(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...
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 |
National Life Group Expands 457(b) Presence
December 23, 2013 (PLANSPONSOR.com) - National Life Group will increase emphasis on marketing 457(b) plan solutions.