Tag: 403(b)

Opinions | March 8th, 2013

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...

Ask the Experts | March 5th, 2013

(b)lines Ask the Experts – Indian Tribal Government Plans and Casino Employees

March 5, 2013 (PLANSPONSOR (b)lines) – “Is it true that an Indian tribal government that operates a casino may not...

Compliance | March 1st, 2013

IRS Offers 403(b) Fix-It Guide

March 1, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has released a new tool to help 403(b) plans find,...

Benefits | February 28th, 2013

Participants with IRAs Saving More

February 28, 2013 (PLANSPONSOR.com) – An analysis of nearly one million investors...

Ask the Experts | February 26th, 2013

(b)lines Ask the Experts – Document Correction for Plans Under Audit

February 26, 2013 (PLANSPONSOR (b)lines) – “Is the new correction method for a failure to adopt a written 403(b) plan...

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Ask the Experts | February 19th, 2013

(b)lines Ask the Experts – Beneficiary Changes at Age 35

February 19, 2013 (PLANSPONSOR (b)lines) – “I am a new administrator for our ERISA 403(b) plan, and when reading the...

Ask the Experts | February 15th, 2013

(b)lines Ask the Experts – How Can We Help You?

February 15, 2013 (PLANSPONSOR.com) - The Experts from our Ask the Experts feature have been answering readers’ questions since March...

Ask the Experts | February 5th, 2013

(b)lines Ask the Experts – Forfeiting Missing Participant Balances

February 5, 2013 (PLANSPONSOR (b)lines) – “We have had difficulty locating participants in our 403(b)plan who have not kept their...

Benefits | February 1st, 2013

Hospitals Slower to Follow Retirement Plan Trends

February 1, 2013 (PLANSPONSOR.com) – Research from Towers Watson indicates hospital organizations are not following retirement plan trends as quickly...

Opinions | February 1st, 2013

From Reading Tea Leaves to Reading a Roadmap

February 1, 2013 (PLANSPONSOR.com) - Reading tea leaves has become an art for 403(b) plan sponsors looking to keep their...

Ask the Experts | January 29th, 2013

(b)lines Ask the Experts – Fee Disclosure Deadlines in 2013

January 29, 2013 (PLANSPONSOR (b)lines) – “I work for a 403(b) plan sponsor who is attempting to piece together...

Deals and People | January 28th, 2013

PLANSPONSOR’s 2013 Plan Sponsor of the Year Finalists

January 28, 2013 (PLANSPONSOR.com) - Each year, the editors of PLANSPONSOR magazine—the industry’s leading resource for retirement-benefits related news—recognize plan...

Opinions | January 25th, 2013

The Increased Availability of Roth In-Plan Conversions

January 25, 2013 (PLANSPONSOR.com) - The American Taxpayer Relief Act of 2012 included a provision liberalizing in-plan Roth conversion rules...

Compliance | January 24th, 2013

IRS Voluntary Correction Program Forms Available

January 24, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has released Voluntary Correction Program (VCP) forms.

Compliance | January 22nd, 2013

IRS Holding Correction Program Phone Forums

January 22, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) scheduled two phone forums to discuss...

Ask the Experts | January 22nd, 2013

(b)lines Ask the Experts – Monitoring Deferral and Catch-Up Limits

January 22, 2013 (PLANSPONSOR (b)lines) – “In 2013, I am aware that the elective deferral limits to a 403(b) plan...

Opinions | January 18th, 2013

Developing a Participant Education Strategy

January 18, 2013 (PLANSPONSOR.com) - Resolutions are abound this New Year—many of which are financial in nature and involve decisions...

Products | January 17th, 2013

Firm Rolls Out Retirement Income Planning Tool

January 17, 2013 (PLANSPONSOR.com) – Washington Investment Advisors, a consultant to sponsors of public...

Deals and People | January 16th, 2013

Lincoln Financial Expands IRD Team

January 16, 2013 (PLANSPONSOR.com) – Lincoln Financial Retirement Plan Services aims to grow its presence in the government sector with...

Ask the Experts | January 15th, 2013

(b)lines Ask the Experts – Correcting Excess 2012 Deferrals

January 15, 2013 (PLANSPONSOR (b)lines) – “We discovered today that we have a participant in one of our retirement plans...

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