ASPPA Recommends Changes to Pre-Approved Plan Programs
May 3, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) and the National Tax Sheltered Accounts...
Tag: 403(b)
IRS to Hold Call About 403(b) Corrections
April 30, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has scheduled a phone forum about 403(b) corrections and examination...
Benefits |
Education Sector Shows More Retirement Confidence
April 30, 2013 (PLANSPONSOR.com) – Employees in the education sector are confident about both their retirement...
Benefits |
Higher Education Plans Set High Standard
April 23, 2013 (PLANSPONSOR.com) – Participants of retirement plans sponsored by higher education institutions are saving more than their corporate...
Benefits |
Higher Education Plans Set High Standard
April 23, 2013 (PLANSPONSOR.com) – Participants of retirement plans sponsored by higher education institutions are saving more than their corporate...
(b)lines Ask the Experts – Failure to Suspend Contributions After Hardship
April 23, 2013 (PLANSPONSOR (b)lines) – “In preparation for our annual 5500 report audit for our Employee Retirement Income Security...
(b)lines Ask the Experts – Plan Determination Letters
April 9, 2013 (PLANSPONSOR (b)lines) – “I recently received notification from a consulting firm that a determination letter would soon...
Benefits |
Research Institutes Increasing Fiduciary Focus
April 4, 2013 (PLANSPONSOR.com) – A retirement plan survey of independent, not-for-profit research institutes shows a renewed focus on fiduciary...
(b)lines Ask the Experts – Eligibility Requirements for Nonelecting Churches
April 2, 2013 (PLANSPONSOR (b)lines) – “I work with a nonelecting (i.e. the entity has NOT elected ERISA coverage) church...
Benefits |
Survey Finds Governmental 457 Plan Growth
April 1, 2013 (PLANSPONSOR.com) – Assets in governmental section 457 retirement plans increased between 2011 and 2012, the National Association of...
IRS Establishes Program for Pre-Approved 403(b) Plans
April 1, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has moved forward with a program for pre-approved § 403(b)...
Retirement Assets Reach $19.5T
March 29, 2013 (PLANSPONSOR.com) - Total U.S. retirement assets hit a new record high of $19.5 trillion as of December...
(b)lines Ask the Experts – Taxation for Roth Account Loans
March 26, 2013 (PLANSPONSOR (b)lines) – “I read with great interest your Q&A regarding the misunderstanding of the "double-taxation" issue...
PLANSPONSOR Announces 2013 Plan Sponsor of the Year: 403(b)
March 21, 2013 (PLANSPONSOR.com) - PLANSPONSOR proudly announces the 2013 winner of its annual Plan Sponsor of the Year award in...
Benefits |
Union Gets 403(b) Concessions from Ohio Hospital
March 19, 2013 (PLANSPONSOR.com) – A hospital’s agreement to additional 403(b) contributions has averted a worker strike.
(b)lines Ask the Experts – Double-Taxed on Plan Loans?
March 19, 2013 (PLANSPONSOR (b)lines) – “A participant in our 403(b) plan said her adviser informed her she would be...
Products |
Hamilton College Pares Down to One 403(b) Provider
March 15, 2013 (PLANSPONSOR.com) – Hamilton College in Clinton, New York, has pared down to one 403(b) provider.
Benefits |
Retirement Unknowns Causing Anxiety
March 14, 2013 (PLANSPONSOR.com) – Nearly three-quarters (73%) of Americans surveyed find thinking about retirement saving and investing to be...
(b)lines Ask the Experts – Different Definitions of Compensation
March 12, 2013 (PLANSPONSOR (b)lines) – “Our 403(b) plan document contains several different definitions of compensation for purposes of determining...
Opinions |
403(b) Do-It-Yourself Guide, IRS Style
March 8, 2013 (PLANSPONSOR.com) - Mistakes happen, particularly when trying to operate your 403(b) plan in a complex, ever-changing regulatory...