Tag: 403(b)

Products | November 15th, 2013

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.

Ask the Experts | November 12th, 2013

(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 | November 7th, 2013

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...

Ask the Experts | November 5th, 2013

(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 | November 4th, 2013

Sapiens Releasing Recordkeeping Platform

November 4, 2013 (PLANSPONSOR.com) – Sapiens International Corporation announced the upcoming release of its Retirement Services Recordkeeping Platform.

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Ask the Experts | October 29th, 2013

(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...

Ask the Experts | October 22nd, 2013

(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...

Ask the Experts | October 15th, 2013

(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...

Compliance | October 14th, 2013

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 | October 8th, 2013

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.

Ask the Experts | October 8th, 2013

(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.

Ask the Experts | October 1st, 2013

(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,...

Ask the Experts | September 23rd, 2013

(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 | September 23rd, 2013

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 | September 19th, 2013

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.

Ask the Experts | September 17th, 2013

(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 | September 13th, 2013

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...

Ask the Experts | September 10th, 2013

(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 | September 9th, 2013

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.

Opinions | August 30th, 2013

A Lesson Plan for Life

August 30, 2013 (PLANSPONSOR.com) - As educators around the country organize their classrooms for returning students, many are busy preparing...

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