(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...
Tag: 403(b)
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...
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...
(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 |
Financial Advisers Launch bluepoint Investment Counsel
July 9, 2012 (PLANSPONSOR.com) - Michael Hull and Patrick Hull have launched bluepoint Investment Counsel, LLC.
Products |
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 |
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 |
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)...
Pentegra Hires National Director
July 5, 2012 (PLANSPONSOR.com) - Pentegra Retirement Services appointed Pete D’Angio as national director, Not-For-Profit Markets.
Products |
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...
(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...
Benefits |
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 |
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 |
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...
(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 |
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...
Products |
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)...
(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,...
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 |
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...