(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...
Tag: 403(b)
Products |
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 |
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 |
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 |
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 |
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...
(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 |
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...
CPI Appoints Senior Manager Public Education
April 19,2012 (PLANSPONSOR.com) - CPI Qualified Plan Consultants Inc. appointed Vicki Keffer senior manager for public education.
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.
(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...
(b)lines Ask the Experts – 403(b) Contributions and Tax Reporting
April 3, 2012 (PLANSPONSOR (b)lines) – “I am a fairly new employee at a nonprofit hospital, who made elective deferrals...
(b)lines Ask the Experts – Universal Availability Exclusion
March 27, 2012 (PLANSPONSOR (b)lines) – “Though I have discussed the administrative burden of utilizing such an approach, some of...
Opinions |
The Power of One-on-One Communications with Participants
With potential changes in Social Security, defined benefit plans on the decline, tax increases and rising health care costs, the...
Opinions |
Fee Disclosure for ERISA and Non-ERISA Plans
March 20, 2012 (PLANSPONSOR.com) - In coming months, retirement plan fee disclosure promises to become a very significant focus for...
(b)lines Ask the Experts – Lifetime Income Options for 403(b) Plans
March 20, 2012 (PLANSPONSOR (b)lines) – “I read last week's Q&A regarding age 70 1/2 required minimum distributions (RMDs) and...
IRS Launches Online Search Tool for Tax-Exempts
March 16, 2012 (PLANSPONSOR.com) - The Internal Revenue Service has launched a new online search tool, Exempt Organizations Select Check,...
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Firm Offers Alternative Investment Solution to Tax-Exempts
March 16, 2012 (PLANSPONSOR.com) - Simplify LLC will offer its flagship portfolio management and risk system PortfolioCentriX (PCX) pro-bono to...
CPI Qualified Plan Consultants Names President
March 13, 2012 (PLANSPONSOR.com) – Jon Prescott has been named president of CPI Qualified Plan Consultants, Inc.
(b)lines Ask the Experts – RMDs for Rolled Over Balances
March 13, 2012 (PLANSPONSOR (b)lines) – “I was reading your recent Q&A regarding the hire that was over age 70...