Tag: 403(b)

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...

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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...

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.

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...

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