Tag: 403(b)

Products | February 14th, 2012

Understanding the New 403(b) Model Disclosure Form

February 14, 2012 (PLANSPONSOR.com) – One of the key reasons for the 403(b) Transparency Taskforce’s new 403(b) model disclosure form...

Benefits | February 7th, 2012

Bill Would Offer University of Wis. System Employees DC Plan

February 7, 2012 (PLANSPONSOR.com) – If passed, a proposal would allow University of Wisconsin System employees the choice to opt...

Benefits | February 7th, 2012

Bill Would Offer University of Wis. System Employees DC Plan

February 7, 2012 (PLANSPONSOR.com) – If passed, a proposal would allow University of Wisconsin System employees the choice to opt...

Ask the Experts | February 7th, 2012

(b)lines Ask the Experts – Fee Disclosure and Legacy Vendor Contracts

February 7, 2012 (PLANSPONSOR (b)lines) – “As an ERISA 403(b) plan sponsor, I was pleased to see that, in addition...

Products | February 1st, 2012

403(b) Transparency Taskforce Launches Model Disclosure Form

February 1, 2012 (PLANSPONSOR.com) – The 403(b) Transparency Taskforce launched the...

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Ask the Experts | January 31st, 2012

(b)lines Ask the Experts – Prudently Monitoring Legacy Vendor Contracts

January 31, 2012 (PLANSPONSOR (b)lines) – “When I took over the benefits function at our company a year ago, I...

Benefits | January 31st, 2012

Hospital Switches to 403(b) for New Employees

January 31, 2012 (PLANSPONSOR.com) - Cooley Dickinson Hospital and the Massachusetts Nurses Association have reached a tentative agreement on a...

Administration | January 27th, 2012

Boomer Retirements Likely to Boost IRA Share of Retirement Market

January 27, 2012 (PLANSPONSOR.com) - Total asset levels in the U.S. retirement market have grown 9.6% from 2009 to 2010,...

Benefits | January 24th, 2012

Changes to Miss. University System 403(b) Recommended

January 24, 2012 (PLANSPONSOR.com) - A study conducted on the defined contribution retirement plan for Mississippi university employees recommends changing...

Ask the Experts | January 24th, 2012

(b)lines Ask the Experts – Missed Age 70 ½ Distributions

January 24, 2012 (PLANSPONSOR (b)lines) – “I received reports from our plan vendor that appear to indicate several of our...

Opinions | January 24th, 2012

Properly Terminating a 403(b) Plan

January 24, 2012 (PLANSPONSOR.com) - Included in the new 403(b) regulations is the rule allowing plan terminations as a distributable...

Compliance | January 23rd, 2012

Groups Ask IRS not to Abandon 403(b) Prototype Program

January 23, 2012 (PLANSPONSOR.com) – Industry groups sent a comment letter to the Internal Revenue Service to support the inclusion...

Benefits | January 20th, 2012

Issues Identified for 403(b) Plan Audits

January 20, 2012 (PLANSPONSOR.com) – Last year, Employee Retirement Income Security Act-governed 403(b) plans for the first time were required...

Benefits | January 17th, 2012

University Makes 403(b) Investment Menu Improvements

January 17, 2012 (PLANSPONSOR.com) – Grand Valley State University in Allendale, Michigan, has announced changes to its 403(b) and 457(b) retirement...

Compliance | January 17th, 2012

Best Practices for 403(b)s Subject to Fee Disclosure Rules

January 17, 2011 (PLANSPONSOR.com) – During a workshop at the National Tax-Sheltered Accounts Association (NTSAA) latest 403(b) Compliance Resolution Summit,...

Ask the Experts | January 17th, 2012

(b)lines Ask the Experts – The Effect of Lacking Guidance About Fee Disclosure

January 17, 2012 (PLANSPONSOR (b)lines) – “I hear that my 403(b) vendor is supposed to provide me with a new...

Products | January 13th, 2012

TIAA-CREF Managing Brooklyn Hospital Center 403(b)

January 13, 2012 (PLANSPONSOR.com) - The Brooklyn Hospital Center has chosen TIAA-CREF to manage its 403(b) retirement plan.

Benefits | January 13th, 2012

The Difference an Adviser Can Make

January 13, 2012 (PLANSPONSOR.com) – A study for the Retirement Advisor Council found partnering with a professional retirement plan adviser...

Products | January 13th, 2012

Health System Selects VALIC as Exclusive Provider

January 13, 2012 (PLANSPONSOR.com) - VALIC was selected as the exclusive 403(b) plan provider for Mississippi Baptist Health Systems (MBHS)....

Ask the Experts | January 10th, 2012

(b)lines Ask the Experts – Who Is Responsible for Reporting Form 8955-SSA Data?

January 10, 2012 (PLANSPONSOR (b)lines) – “I have heard about this new requirement from the IRS requiring me to report...

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