Tag: 403(b)

Benefits | July 2nd, 2012

DC Assets Fastest Growing Among Employer-Sponsored Plans

July 2, 2012 (PLANSPONSOR.com) - Assets in employer-sponsored retirement plans, IRAs, and annuities totaled $17.9 trillion at year-end 2011, up...

Opinions | June 29th, 2012

Disclosure and Education Must Go Hand-in-Hand

Sponsors of 403(b) plans are paying more attention to the role of participant education in fee disclosure regulations—opening up a...

Benefits | June 29th, 2012

Lessons Learned from 403(b) Peers

June 29, 2012 (PLANSPONSOR.com) - Silvia Frank, program manager at Trinity Health, says 403(b) plan sponsors should share experiences and...

Ask the Experts | June 26th, 2012

(b)lines Ask the Experts – Spinning Off a Related Entity

June 26, 2012 (PLANSPONSOR (b)lines) – At the live Ask the Experts session at the recent 2012 PLANSPONSOR National Conference,...

Opinions | June 22nd, 2012

The Future Method of Expense Collection: Levelized

In the past, the average retirement plan participant may have thought that their 403(b) or 401(k) plans were free, but...

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Products | June 19th, 2012

RIA Expands Services to Include DC Planning

June 19, 2012 (PLANSPONSOR.com) - Appropriate Balance Financial Services, Inc. (ABFS) will expand its services to offer 401(k) and 403(b)...

Ask the Experts | June 19th, 2012

(b)lines Ask the Experts – What Is Revenue Sharing?

June 19, 2012 (PLANSPONSOR (b)lines) – At the live Ask the Experts session at the recent 2012 PLANSPONSOR National Conference,...

Compliance | June 15th, 2012

403(b) Written Plan Failures and Examinations

June 15, 2012 (PLANSPONSOR.com) - Monika Templeman, Director of Employee Plans Examinations at the Internal Revenue Service (IRS), discussed the...

Benefits | June 15th, 2012

PSNC 2012: Fixing 403(b) Plan Mistakes

June 15, 2012 (PLANSPONSOR.com) – 403(b) plan sponsors should take advantage of services and tools offered by providers to better...

Compliance | June 15th, 2012

Adviser Shares Checklist for 403(b) Fiduciary Best Practices

June 15, 2012 (PLANSPONSOR.com) – At the recent PLANSPONSOR National Conference, an adviser shared fiduciary best practices for 403(b) plans.

Ask the Experts | June 12th, 2012

(b)lines Ask the Experts – Moving from 403(b) to 401(k)

June 12, 2012 (PLANSPONSOR (b)lines) – At the recently completed 2012 PLANSPONSOR National Conference, David Powell of Groom Law Group...

Compliance | June 8th, 2012

PSNC 2012: Washington Update

June 8, 2012 (PLANSPONSOR.com) – What regulatory changes are in store for retirement plans?

Benefits | June 8th, 2012

PSNC 2012: Beyond the 403(b) Quick Fix

June 8, 2012 (PLANSPONSOR.com) – Five years after passage of 403(b) plan regulations, sponsors are now looking beyond the 403(b)...

Compliance | June 7th, 2012

ASPPA Lists 403(b) Plans as High Priority for IRS

June 7, 2012 (PLANSPONSOR.com) – Guidance for 403(b) plans was high on the list of priority items for the Internal...

Opinions | June 5th, 2012

Turn Fee Disclosure Lemons into Lemonade

June 5, 2012 (PLANSPONSOR (b)lines) - The logical next step after 408(b)(2) is taking your newly acquired fee disclosure knowledge...

Ask the Experts | June 5th, 2012

(b)lines Ask the Experts – Non-Electing Church Plans and Nondiscrimination Testing

June 5, 2012 (PLANSPONSOR (b)lines) – “Does a non-electing church plan that is a 401(k) plan have to comply with...

Compliance | June 5th, 2012

IRS to Discuss 403(b) Written Plan Requirements

June 5, 2012 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) Employee Plans 403(b) Compliance Planning Group will address frequent questions...

Ask the Experts | June 1st, 2012

(b)lines Ask the Experts – No Safe Harbor If 401(a) Match Tied to 403(b)

June 1, 2012 (PLANSPONSOR (b)lines) – “A private (non-church/government) tax-exempt organization sponsors a 401(a) plan that provides for matching contributions...

Products | May 31st, 2012

SPARK Releases New Version of 403(b) Census Best Practices

May 31, 2012 (PLANSPONSOR.com) - The SPARK Institute has released a new version of its best practices for sharing remittance...

Products | May 29th, 2012

SPARK Helps with Multi-Vendor 403(b) Disclosures

May 29, 2012 (PLANSPONSOR.com) - The SPARK Institute created an “Investment Provider Information Form for Multivendor 403(b) Plan Participant Disclosure.”...

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