Tag: 403(b)

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...

Benefits | August 27th, 2013

Savings Cap Could Impact More Than Previously Believed

August 27, 2013 (PLANSPONSOR.com) – The presidential proposal to cap retirement savings could affect even more workers than previously thought,...

Compliance | August 26th, 2013

ASPPA Asks IRS to Clarify LRMs for 403(b) Plans

August 26, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) has sent comments to the Internal...

Ask the Experts | August 20th, 2013

(b)lines Ask the Experts – Putting Excess Contributions into 457 Plans

August 20, 2013 (PLANSPONSOR (b)lines) – “We are a 501(c)(3) tax-exempt organization that sponsors a 403(b) plan and a 457(b)...

Benefits | August 20th, 2013

DC Plans an Important Part of Higher Ed. Benefits

August 20, 2013 (PLANSPONSOR.com) – Defined contribution (DC) plans are becoming a stronger component of higher education institutions’ benefit offerings.

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Compliance | August 13th, 2013

SPARK Institute Seeks IRS 403(b) Guidance

August 13, 2013 (PLANSPONSOR.com) – The SPARK Institute has requested guidance from the Internal Revenue Service (IRS) relating to 403(b)...

Ask the Experts | August 13th, 2013

(b)lines Ask the Experts – Using Base Pay to Calculate Deferrals

August 13, 2013 (PLANSPONSOR (b)lines) – “Our matching 403(b) plan has always used the same definition of compensation to determine...

Products | August 9th, 2013

Plan Sponsor of the Year Finalist Revamps Plan

August 9, 2013 (PLANSPONSOR.com) – Syracuse University, along with its exclusive retirement plan provider, TIAA-CREF, have announced a revamped plan.

Benefits | August 7th, 2013

Participant Demographics, Behavior Vary by Plan Type

August 7, 2013 (PLANSPONSOR.com) – Participant demographics and behavior vary by plan type, an analysis shows.

Deals and People | August 7th, 2013

Strategic Retirement Group Expands Team

August 7, 2013 (PLANSPONSOR.com) – Peter Margiotta has joined Strategic Retirement Group as Managing Director of Retirement Plan Services.

Ask the Experts | August 6th, 2013

(b)lines Ask the Experts – Clarification of Dates Used for Fee Disclosure

August 6, 2013 (PLANSPONSOR (b)lines) – “In a recent Ask the Experts column, you stated it was permissible to use...

Ask the Experts | July 30th, 2013

(b)lines Ask the Experts – Using Roth Contributions to Purchase Service Credits

July 30, 2013 (PLANSPONSOR (b)lines) – “We sponsor a 403(b) plan that permits plan-to-plan transfers (as provided in Code Section...

Benefits | July 29th, 2013

NAGDCA Address Retirement Income Strategies

July 29, 2013 (PLANSPONSOR.com) – The National Association of Government Defined Contribution Administrators (NAGDCA) issued a white paper that addresses...

Ask the Experts | July 23rd, 2013

(b)lines Ask the Experts – Different Dates for Fee Disclosures

July 23, 2013 (PLANSPONSOR (b)lines) - "We sponsor an ERISA 403(b) plan with two vendors and are in the process...

Benefits | July 16th, 2013

Higher Adviser Use Increases Focus on Retirement

July 16, 2013 (PLANSPONSOR.com) – Using a financial adviser helps bring more focus to the need to save for retirement, a...

Products | July 16th, 2013

Prudential, ASPire Team up on Stable Value Offering

July 16, 2013 (PLANSPONSOR.com) – Prudential Retirement has partnered with ASPire Financial to make Prudential's stable value product available to more...

Ask the Experts | July 16th, 2013

(b)lines Ask the Experts – The DOMA Ruling and non-ERISA Plans

July 16, 2013 (PLANSPONSOR (b)lines) - "I read with great interest your recent Ask the Experts column regarding the Defense...

Ask the Experts | July 9th, 2013

(b)lines Ask the Experts – Delaying Form 5500 Reporting

July 9, 2013 (PLANSPONSOR (b)lines) - "As I was enjoying the July 4th Holiday, I found myself waxing nostalgic for...

Opinions | July 8th, 2013

Higher Ed. Compliance Check Finds Retirement Plan Issues

July 8, 2013 (PLANPSONSOR.com) - On May 2, 2013, the Internal Revenue Service’s (IRS’s) Exempt Organizations division released its Colleges...

Ask the Experts | July 2nd, 2013

(b)lines Ask the Experts – The Impact of the DOMA Ruling

July 2, 2013 (PLANSPONSOR (b)lines) - "As an ERISA 403(b) plan sponsor, will the Supreme Court rulings from the past...

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