Tag: 403(b)

Benefits | December 6th, 2012

Paring Down Providers: A 403(b) Sponsor’s Experience

December 6, 2012 (PLANSPONSOR.com) – Southern Methodist University (SMU) shared during a recent event its experience paring down to one...

Benefits | December 6th, 2012

Higher Ed. Plan Sponsors Looking to Simplify

December 6, 2012 (PLANSPONSOR.com) – Survey findings reveal that simplifying investment options is a top challenge for plan sponsors in...

Benefits | December 4th, 2012

403(b)s Report Little Impact from Fee Disclosure

December 4, 2012 (PLANSPONSOR.com) - New Department of Labor fee disclosure regulations have not resulted in significant changes for 403(b)...

Ask the Experts | December 4th, 2012

(b)lines Ask the Experts – ERISA Plan Effect on Non-ERISA Plan Status

December 4, 2012 (PLANSPONSOR (b)lines) – “We are a 501(c)(3) private nonprofit who, up until this point, have operated an...

Ask the Experts | November 27th, 2012

(b)lines Ask the Experts – Does This Church Have a Plan?

November 27, 2012 (PLANSPONSOR (b)lines) – “A ‘steeple church’ group (a Diocese of a large denomination) allows employees at all...

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Ask the Experts | November 20th, 2012

(b)lines Ask the Experts – Replacing a non-ERISA with an ERISA Plan

November 20, 2012 (PLANSPONSOR (b)lines) – “I work with a plan sponsor who terminated a non-ERISA 403(b) plan a few...

Products | November 16th, 2012

Saint Louis University Pares Down to One Recordkeeper

November 16, 2012 (PLANSPONSOR.com) - Saint Louis University has selected one company to manage its 403(b) defined contribution retirement plan.

Opinions | November 16th, 2012

IRS Making Its 403(b) Checklist…and Checking it Twice

November 16, 2012 (PLANSPONSOR (b)lines) - The prospect of an Internal Revenue Service (IRS) 403(b) audit can be daunting, but...

Ask the Experts | November 13th, 2012

(b)lines Ask the Experts – Disasters and Hardship Withdrawal Requests

November 13, 2012 (PLANSPONSOR (b)lines) – “Our firm employs several individuals whose homes were damaged or destroyed by Hurricane Sandy,...

Benefits | November 6th, 2012

Aurora Health Care Moves to 403(b)

November 6, 2012 (PLANSPONSOR.com) - The largest private-sector employer in the Milwaukee area has ended its traditional pension plan.

Benefits | November 6th, 2012

Presbyterian Healthcare Freezes DB

November 6, 2012 (PLANSPONSOR.com) - Presbyterian Healthcare Services will freeze its defined benefit pension plan effective January 1.

Benefits | November 6th, 2012

Plan Design Decisions for Tax-Exempt Employers

November 6, 2012 (PLANSPONSOR.com) – Tax-exempt organizations deciding which type of retirement plan to offer employees need to know the...

Ask the Experts | October 30th, 2012

(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...

Opinions | October 26th, 2012

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...

Ask the Experts | October 23rd, 2012

(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 | October 17th, 2012

Retirement Picture Rosier for Health Care Workers

October 17, 2012 (PLANSPONSOR.com) – Despite being younger than others, on average, workers at...

Ask the Experts | October 16th, 2012

(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 | October 12th, 2012

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...

Deals and People | October 9th, 2012

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...

Ask the Experts | October 9th, 2012

(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,...

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