Tag: 403(b)

Products | February 25th, 2014

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...

Ask the Experts | February 25th, 2014

(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.

Ask the Experts | February 18th, 2014

(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 | February 14th, 2014

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...

Ask the Experts | February 11th, 2014

(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...

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Ask the Experts | February 4th, 2014

(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 | February 4th, 2014

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 | January 29th, 2014

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.

Ask the Experts | January 21st, 2014

(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...

Administration | January 17th, 2014

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 | January 16th, 2014

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 | January 15th, 2014

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 | January 15th, 2014

NTSAA Changes Name

January 15, 2014 (PLANSPONSOR.com) - The National Tax-deferred Savings Association (NTSA) has debuted.

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.

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