Tag: 403(b)

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...

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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...

Compliance | June 28th, 2013

Compliance Issues for 403(b)s

June 28, 2013 (PLANSPONSOR.com) – Some retirement plan compliance issues are unique to 403(b)s.

Administration | June 26th, 2013

403(b) Plans Slowly Adopt Auto, Other Features

June 26, 2013 (PLANSPONSOR.com)–The number of 403(b) plans...

Ask the Experts | June 24th, 2013

(b)lines Ask the Experts – More Consolidation with New Document Program?

June 25, 2013 (PLANSPONSOR (b)lines) – An attendee at the recent PLANSPONSOR National...

Ask the Experts | June 18th, 2013

(b)lines Ask the Experts – Is Auditing More Lenient for Inactive Contracts?

June 18, 2013 (PLANSPONSOR (b)lines) – An attendee at the recent PLANSPONSOR National...

Benefits | June 17th, 2013

Higher Ed. Faculty In No Rush to Retire

June 17, 2013 (PLANSPONSOR.com) – Baby Boomer faculty at higher education institutions say they will delay retirement or not retire...

Benefits | June 17th, 2013

Holistic Retirement Programs Help Higher Ed. Staff Transition

June 17, 2013 (PLANSPONSOR.com) – As with all employment sectors, the higher education sector finds employees are saying they will...

Ask the Experts | June 11th, 2013

(b)lines Ask the Experts – From PSNC: What About the Little Guy?

June 11, 2013 (PLANSPONSOR (b)lines) – On June 5, the Experts hosted a live (and lively!) Q and A at...

Benefits | June 7th, 2013

Episcopal Diocese Claims 403(b) Accounts “Held Hostage”

June 7, 2013 (PLANSPONSOR.com) – The Episcopal Diocese of South Carolina claims the retirement...

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