(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...
Tag: 403(b)
Benefits |
Community College Says 403(b) Too Expensive
March 13, 2012 (PLANSPONSOR.com) – Blue Ridge Community College has offered a 403(b) retirement plan for employees since 1972.
Many Nonprofits Lack Financial Knowledge
March 9, 2012 (PLANSPONSOR.com) - Approximately 76% of nonprofits responding to a survey consider themselves to be knowledgeable in financial...
(b)lines Ask the Experts – Age Restriction for Plan Eligibility
March 6, 2012 (PLANSPONSOR (b)lines) – “I was recently hired by the benefits department of a private university, and was...
(b)lines Ask the Experts – Hiring Someone Older than 70 ½
February 28, 2012 (PLANSPONSOR (b)lines) – “A trend at the museum at which I work is to hire individuals who...
Products |
Wellesley College Partners with TIAA-CREF to Expand Investment Menu
February 24, 2012 (PLANSPONSOR.com) - Wellesley College and TIAA-CREF are working together to re-launch the school's retirement program by offering...
Opinions |
Final Participant Fee Disclosure Regulations
February 24, 2012 (PLANSPONSOR.com) - Retirement plans can present challenges for both the plan sponsor and the participant. Historically, one...
Opinions |
403(b) Plans, Post-Final Regulations – A Work in Progress
February 17, 2012 (PLANSPONSOR (b)lines) - Ice the bubbly and line up your designated drivers; we will soon be celebrating...
Products |
Alabama Education Association Selects TIAA-CREF as Provider
February 17, 2012 (PLANSPONSOR.com) - TIAA-CREF has been selected by the Alabama Education Association (AEA) as the exclusive endorsed retirement...
Benefits |
Increasing 403(b) Plan Participation in the K-12 Market
February 16, 2012 (PLANSPONSOR.com) – Working together to increase K-12 employee participation in 403(b) plans can produce benefits for advisers,...
Do non-ERISA 403(b) Plan Sponsors Have Fiduciary Responsibilities?
February 15, 2012 (PLANSPONSOR.com) – Do sponsors of 403(b) plans that are not governed by the Employee Retirement Income Security...
(b)lines Ask the Experts – Automatic Cashout of Less than $5000 Balances
February 14, 2012 (PLANSPONSOR (b)lines) – “Our ERISA 403(b) multiple-vendor plan does not currently have a automatic cashout provision, and...
Products |
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 |
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 |
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...
(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 |
403(b) Transparency Taskforce Launches Model Disclosure Form
February 1, 2012 (PLANSPONSOR.com) – The 403(b) Transparency Taskforce launched the...
(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 |
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...
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,...