Tag: 403(b)

Benefits | August 7th, 2012

DC Participants Saving Too Little

August 7, 2012 (PLANSPONSOR.com) – Although the majority of defined contribution (DC) plan participants say their DC plan is their...

Ask the Experts | August 7th, 2012

(b)lines Ask the Experts – Effect of Revised Fee Disclosure Guidance

August 7, 2012 (PLANSPONSOR...

Opinions | August 7th, 2012

Clean Up on Aisle 403(b)

August 7, 2012 (PLANSPONSOR.com) - It is 2012, but some 403(b) plans are looking back to the past – 2009...

Ask the Experts | July 31st, 2012

(b)lines Ask the Experts – Rollover of Active Accounts from 403(b) to 401(k)

July 31, 2012 (PLANSPONSOR (b)lines) – “Prior to 2009, we maintained two plans: a 403(b) deferral-only plan and a separate...

Benefits | July 30th, 2012

DC Participants Stay the Course in Q1

July 30, 2012 (PLANSPONSOR.com) - Only 1% of defined contribution (DC) plan participants stopped contributing to their plans in the...

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Compliance | July 25th, 2012

New Governmental Plan Definition to Impact Charter Schools

July 25, 2012 (PLANSPONSOR.com) – Two industry groups have expressed concern that the Internal Revenue Service’s new proposed definition of...

Ask the Experts | July 24th, 2012

(b)lines Ask the Experts – Maintaining ERISA 403(b) Alongside non-ERISA 403(b)

July 24, 2012 (PLANSPONSOR (b)lines) – “A private 501(c)(3) with whom I work maintains an ERISA 403(b) plan. Currently the...

Opinions | July 20th, 2012

Fee Disclosure Rules Increase Complexity in Multi-Provider Environment

July 20, 2012 (PLANSPONSOR.com) - The litany of challenges related to having multiple retirement plan service providers is well documented.

Ask the Experts | July 17th, 2012

(b)lines Ask the Experts – Unknown Vendor Provides Fee Disclosure

July 17, 2012 (PLANSPONSOR (b)lines) – “I read your Ask the Expert column of last week on missing vendor fee...

Compliance | July 17th, 2012

Money Movement From and Within 403(b) Plans

July 17, 2012 (PLANSPONSOR.com) – If 403(b) plan sponsors want to stay compliant with Internal Revenue Service (IRS) regulations, one...

Compliance | July 13th, 2012

A Reminder About Information Sharing Agreements

July 13, 2012 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has made it very clear that it will look for...

Compliance | July 12th, 2012

Transfer to New QDIA Did Not Violate ERISA

July 12, 2012 (PLANSPONSOR.com) – A 403(b) plan sponsor did not violate its fiduciary duties when it transferred participants’ accounts...

Ask the Experts | July 10th, 2012

(b)lines Ask the Experts – Vendor Fails to Provide Fee Disclosure

July 10, 2012 (PLANSPONSOR (b)lines) – “Hope the Experts had a wonderful 4th of July! As for me, not...

Products | July 9th, 2012

Financial Advisers Launch bluepoint Investment Counsel

July 9, 2012 (PLANSPONSOR.com) - Michael Hull and Patrick Hull have launched bluepoint Investment Counsel, LLC.

Products | July 9th, 2012

Council Offers Adviser RFP Template

July 9, 2012 (PLANSPONSOR.com) - The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by...

Benefits | July 6th, 2012

University of Michigan Prepares for Employee Exodus

July 6, 2012 (PLANSPONSOR.com) – The University of Michigan is expecting nearly one-fifth of its workforce will retire in the...

Products | July 5th, 2012

Financial Plan Launches 401(k) Branch

July 5, 2012 (PLANSPONSOR.com) - Financial Plan Inc. of Bellingham, Washington launched a new branch of business dedicated to 401(k)...

Deals and People | July 5th, 2012

Pentegra Hires National Director

July 5, 2012 (PLANSPONSOR.com) - Pentegra Retirement Services appointed Pete D’Angio as national director, Not-For-Profit Markets.

Products | July 3rd, 2012

NTSAA Releases Plan Consultant Checklist

July 3, 2012 (PLANSPONSOR.com) – The National Tax-Sheltered Accounts Association (NTSAA) offers a checklist for plan sponsors looking for a...

Ask the Experts | July 3rd, 2012

(b)lines Ask the Experts – Enhanced Match for Longer-Term Employees

July 3, 2012 (PLANSPONSOR (b)lines) – “I am a fiduciary for a large ERISA 403(b) plan, and we currently match...

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