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...
Tag: 403(b)
Products |
Custodia Financial Partners with TSA Consulting Group
November 15, 2013 (PLANSPONSOR.com) – Custodia Financial is partnering with TSA Consulting Group, a provider of retirement plans administration services.
(b)lines Ask the Experts – Mandatory Contributions vs. Automatic Enrollment
November 12, 2013 (PLANSPONSOR (b)lines) – “I hear all of this discussion regarding automatic enrollment, but our 403(b) plan already...
Benefits |
Philadelphia Archdiocese Moving to 403(b)
November 8, 2013 (PLANSPONSOR.com) – In an effort to improve its financial situation, the Archdiocese of Philadelphia is freezing its...
(b)lines Ask the Experts – Leased Employees and 403(b) Plans
November 5, 2013 (PLANSPONSOR (b)lines) – “From time to time, we lease employees from a staffing organization.
Products |
Sapiens Releasing Recordkeeping Platform
November 4, 2013 (PLANSPONSOR.com) – Sapiens International Corporation announced the upcoming release of its Retirement Services Recordkeeping Platform.
(b)lines Ask the Experts – “Tricks” and “Treats” for Nonprofit Plan Sponsors
October 29, 2013 (PLANSPONSOR (b)lines) – “Given the upcoming holiday, do the Experts have any thoughts as to the latest...
(b)lines Ask the Experts – QDIA Administration in a Multiple Vendor Plan
October 22, 2013 (PLANSPONSOR (b)lines) – “How are the Qualified Default Investment Alternative (‘QDIA”) rules applied in 403(b) plans in...
(b)lines Ask the Experts – Why Some Providers Do Not Permit Loans
October 15, 2013 (PLANSPONSOR (b)lines) – “Why is it that some 403(b) providers permit loans from their arrangements, and others...
Is Your Auditor Right About Late Deferrals?
October 14, 2013 (PLANSPONSOR.com) – Even the best-intentioned auditors may not be familiar with different rules for 403(b)s and 401(k)s...
Products |
Great-West Rolls Out Plans for Smaller Nonprofits
October 8, 2013 (PLANSPONSOR.com) - Great-West Financial has rolled out Premier and Custom Key 403(b) offerings for small-market nonprofits.
(b)lines Ask the Experts – 415(m) Plans Part II
October 8, 2013 (PLANSPONSOR (b)lines) – “I had never heard of 415(m) plans before.
(b)lines Ask the Experts – Avoiding Form 5500 Errors
October 1, 2013 (PLANSPONSOR (b)lines) – “I recently received my “signature-ready” 2012 5500 filing that is due on October 15th,...
(b)lines Ask the Experts – What Is a 415(m) Plan?
September 24, 2013 (PLANSPONSOR (b)lines) – “I recently started working for a public university. Apparently one of the plans they...
Benefits |
Cleaning Up Loose Ends for 403(b)s
September 23, 2013 (PLANSPONSOR.com) – The scramble may be over to get into compliance with new 403(b) regulations passed in...
Benefits |
Higher Ed. Institutions See Benefits of Sole 403(b) Provider
September 19, 2013 (PLANSPONSOR.com) – Another higher education institution has moved to a sole recordkeeper model for its 403(b) plan.
(b)lines Ask the Experts – Permitting Loans After a Loan Default
September 17, 2013 (PLANSPONSOR (b)lines) – “Our 403(b) plan vendor has been permitting plan participants to reborrow from the plan...
Opinions |
Pension Changes Make Educators' Road to Retirement Tougher
September 13, 2013 (PLANSPONSOR.com) - Many education professionals have worked their entire careers toward a pension benefit that was likely...
(b)lines Ask the Experts – 403(b) Assets and Medicaid Eligibility
September 10, 2013 (PLANSPONSOR (b)lines) – “A participant in our 403(b) plan came to us with a question regarding Medicaid...
Benefits |
Pluses to Nonprofits Using 403(b) Plans
September 9, 2013 (PLANSPONSOR.com) – There are a number of advantages to using a 403(b) retirement plan for nonprofit organizations.