(b)lines Ask the Experts – SMM Required After Plan Change?
October 30, 2012 (PLANSPONSOR (b)lines) – “We recently had an amendment to our ERISA 403(b) plan consolidating our number of...
Tag: 403(b)
Opinions |
15-Year Catch-Up: The “Dinosaur" of 403(b) Plans?
October 26, 2012 (PLANSPONSOR (b)lines) - The 15-year catch-up election has been an institution in the 403(b) plan marketplace for...
(b)lines Ask the Experts – Who Gets a Summary Annual Report?
October 23, 2012 (PLANSPONSOR (b)lines) – “We have several employees here who do not elect to participate in our retirement...
Benefits |
Retirement Picture Rosier for Health Care Workers
October 17, 2012 (PLANSPONSOR.com) – Despite being younger than others, on average, workers at...
(b)lines Ask the Experts – Rollovers Versus Transfers
October 16, 2012 (PLANSPONSOR (b)lines) – “A lot of our 403(b) plan participants have been confusing rollovers with transfers of...
Benefits |
Room for Improvement in Higher Ed. Retirement Plans
October 12, 2012 (PLANSPONSOR.com) – A Fidelity report finds higher education retirement plan sponsors lag behind sponsors in other sectors...
Mercer Hammond Appoints Nonprofit Leaders
October 9, 2012 (PLANSPONSOR.com) – Mercer Hammond named national segment leaders of not-for-profit health care, higher education endowments, and foundations...
(b)lines Ask the Experts – Match Maximization Problem
October 9, 2012 (PLANSPONSOR (b)lines) – “Our firm sponsors a 403(b) plan where we match 100% of employee elective deferrals,...
Opinions |
Does 403(b) Data Sharing Really Aid ERISA Compliance?
September 28, 2012 (PLANSPONSOR.com) - Imagine a world where business competitors cooperate to provide consumers with the best possible goods...
Benefits |
Health Care Employers Embracing 403(b) Enhancements
September 25, 2012 (PLANSPONSOR.com) – A record number of health care organizations are offering...
(b)lines Ask the Experts – Can Independent Contractors Participate?
September 25, 2012 (PLANSPONSOR (b)lines) – “Can an independent contractor participate in a 403(b) plan sponsored by a tax-exempt 501(c)(3)...
403(b)s Relieved From SEC Rule in Certain Situations
September 24, 2012 (PLANSPONSOR.com) – 403(b)s have been excused by the Securities and Exchange Commission (SEC) from obtaining certain acknowledgements.
(b)lines Ask the Experts – Paycheck Difference from Roth Deferrals
September 18, 2012 (PLANSPONSOR (b)lines) – “We are a 403(b) plan sponsor that recently added the option to make Roth...
ING Welcomes President of Tax-Exempt Plans
September 13, 2012 (PLANSPONSOR.com) – Jamie Ohl was named president of tax-exempt markets for...
(b)lines Ask the Experts – Contributions as a Condition of Employment
September 11, 2012 (PLANSPONSOR (b)lines) – “How are 403(b) contributions made as a condition of employment (i.e., as defined under...
Benefits |
Chronicle Releases “Great Colleges to Work For” List
August 28, 2012 (PLANSPONSOR.com) - Open channels of communication, along with concrete ways of appreciating employees and helping them balance...
(b)lines Ask the Experts – Stumbling Block to Preparing Fee Disclosures
August 28, 2012 (PLANSPONSOR (b)lines) – “I work for an ERISA 403(b) plan sponsor and due to extreme difficulties in...
Benefits |
Medical Centers’ Employees Sue over Switch to DC
August 21, 2012 (PLANSPONSOR.com) - Employees at Truman Medical Centers (TMC) sued the hospital for changing their retirement plans.
Benefits |
Growth of 403(b) Market Offers Opportunities for Providers
August 14, 2012 (PLANSPONSOR.com) - The final implementation of 403(b) regulations is leading to more 401(k)-like plans among the largest...
(b)lines Ask the Experts – 403(b) Must-Reads
August 14, 2012 (PLANSPONSOR (b)lines) – “I know it’s a bit late for summer reading list suggestions, but to be...