Tag: 403(b)

Benefits | May 22nd, 2012

403(b)s Show Culture of Continuous Improvement

May 22, 2012 (PLANSPONSOR.com) - Sponsors of 403(b) retirement plans continue to adapt to regulations from the Department of Labor...

Ask the Experts | May 22nd, 2012

(b)lines Ask the Experts – Participant Disclosure for Provider’s Entire Platform

May 22, 2012 (PLANSPONSOR (b)lines) – “I am a 403(b) plan sponsor with three active investment providers.

Products | May 18th, 2012

VALIC Endorsed by Georgia Independent College Association

May 18, 2012 (PLANSPONSOR.com) - VALIC has been selected as the exclusive retirement plan provider for the Georgia Independent College...

Products | May 18th, 2012

Lockton Lists Audit Concerns for 403(b)s

May 18, 2012 (PLANSPONSOR.com) – Lockton Retirement Services has published an article describing common audit issues uncovered during the most...

Ask the Experts | May 15th, 2012

(b)lines Ask the Experts – Rollovers from 403(b)s to IRAs

May 15, 2012 (PLANSPONSOR (b)lines) – “IRC Section 72(t)(9) provides that a distribution from a governmental 457(b) plan is subject...

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Benefits | May 11th, 2012

Report Calls for 10% to 16% DC Plan Contributions

May 11, 2012 (PLANSPONSOR.com) - Target income replacement ratios should be higher than the 70% to 75% conventionally accepted as...

Compliance | May 11th, 2012

Fee Disclosure Guidance Provides 403(b)s Comfort

May 11, 2012 (PLANSPONSOR (b)lines) – Recent fee disclosure guidance addresses some unanswered questions for 403(b) plans.

Ask the Experts | May 8th, 2012

(b)lines Ask the Experts – Advantages of Different Plan Choices

May 8, 2012 (PLANSPONSOR (b)lines) – “What are some advantages of a 403(b) tax-sheltered annuity versus just a 403(b)7 versus...

Products | May 8th, 2012

Retirement Education for Educators Launched

May 8, 2012 (PLANSPONSOR.com) - A free e-course is available for educators who are worried about having enough retirement income.

Ask the Experts | May 1st, 2012

(b)lines Ask the Experts – Plan Documents Not Amended for All Legislation

May 1, 2012 (PLANSPONSOR (b)lines) – “An ERISA 403(b) plan sponsor adopted a plan document back in 1997, but never...

Products | May 1st, 2012

University of Washington Consolidates 403(b) Providers

May 1, 2012 (PLANSPONSOR.com) - In an effort to streamline administration of its 403(b) plans, the University of Washington is...

Benefits | April 25th, 2012

Settlement Clears Orchestra to Withdraw from Pension Fund

April 25, 2012 (PLANSPONSOR.com) - The Philadelphia Orchestra Association settled with a national musicians' pension fund that had threatened litigation...

Benefits | April 24th, 2012

Tenn. City Moves from State Plan to 401(a)

April 24, 2012 (PLANSPONSOR.com) - The city of Kingsport will officially withdraw from the Tennessee Consolidated Retirement System later this...

Benefits | April 24th, 2012

La. AG Rules Charter Schools Cannot Withdraw from State Plan

April 24, 2012 (PLANSPONSOR.com) - The Louisiana attorney general's office has issued an opinion saying the Louisiana Constitution blocks charter...

Benefits | April 24th, 2012

Non-Profit Leaders Accused of Theft from 403(b)

April 24, 2012 (PLANSPONSOR.com) - Two former leaders of the Mexican American Community Services Agency (MACSA) are being charged with...

Ask the Experts | April 24th, 2012

(b)lines Ask the Experts – How to Provide a Clergy Housing Allowance

April 24, 2012 (PLANSPONSOR (b)lines) – “I have a church plan client that wants to provide a housing allowance for...

Opinions | April 20th, 2012

Identity Crisis: Keeping Track of Employer Types

Until recently, the Internal Revenue Service (IRS) has largely focused more on the rules of retirement plan administration than on...

Deals and People | April 19th, 2012

CPI Appoints Senior Manager Public Education

April 19,2012 (PLANSPONSOR.com) - CPI Qualified Plan Consultants Inc. appointed Vicki Keffer senior manager for public education.

Compliance | April 17th, 2012

Experts Share Testimony at Ways and Means Hearing

April 17, 2012 (PLANSPONSOR.com) - The House Committee on Ways and Means heard testimony on tax-favored retirement accounts on Tuesday.

Ask the Experts | April 17th, 2012

(b)lines Ask the Experts – Getting Rid of Old Plan Documentation

April 17, 2012 (PLANSPONSOR (b)lines) – “We are performing some spring cleaning here at the employee benefits office, and we...

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