Tag: 403(b)

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.”...

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

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...

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...

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...

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...

1 … 30 31 32 33 34 … 66

Most Read

Administration
IRS Raises 401(k) Contribution Limit to $25,500, IRA Limit Remains $7,500
Compliance
House Passes Bill Enabling 403(b) Plans to Invest Using Collective Investment Trusts
Deals and People
Marsh Announces Deal for Wilshire
Benefits
Controlling Employer Healthcare Costs is Sponsors’ Top Strategic Priority for 2027
Products
Manulife John Hancock, Great Gray to Launch Target-Date CITs with Private Market Exposure

Upcoming Events

Upcoming Events

PLANSPONSOR Roadmap 2026 Livestream Series: Retirement Income

Implementing a retirement income solution in a defined contribution plan is not a product decision, but a governance decision with long-term implications. Join PLANSPONSOR's Retirement Income livestream series to get practical guidance and learn about resources to develop decision frameworks that can be taken back to plan and investment committees.

see more events