Tag: 403(b)

Opinions | January 6th, 2012

Review Season Approaching. Run Tight Meetings or Run the Risk

January 6, 2012 (PLANSPONSOR (b)lines) - If you can’t prove that you have reviewed your plan’s performance and operations and...

Products | January 4th, 2012

PSCA Debuts New Website and Educational Opportunities

January 4, 2012 (PLANSPONSOR.com) – The Plan Sponsor Council of America (PSCA) debuted a new website and education opportunities for...

Ask the Experts | January 3rd, 2012

(b)lines Ask the Experts – Form 8955-SSA Data from Vendors

January 3, 2012 (PLANSPONSOR (b)lines) – “I noticed in your most recent Ask the Expert column that, though there were...

Products | December 30th, 2011

MassMutual Chosen by United Cerebral Palsy of New York

December 30, 2011 (PLANSPONSOR.com) - MassMutual's Retirement Services Division has been selected by United Cerebral Palsy of New York City,...

Products | December 30th, 2011

University of Delaware Announces Investment Option Changes

December 30, 2011 (PLANSPONSOR.com) – The University of Delaware has partnered with Fidelity Investments to offer 403(b) and 457 plan...

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Ask the Experts | December 27th, 2011

(b)lines Ask the Experts – Year-End Considerations

December 27, 2011 (PLANSPONSOR (b)lines) – “I am enjoying a wonderful Holiday Season! Can I sail right into the new...

Benefits | December 23rd, 2011

Auto Plan Features Improve Non-Profit Healthcare Retirement Plans

December 23, 2011 (PLANSPONSOR.com) - As a whole, the not-for-profit healthcare industry has a 65% median participation rate.

Benefits | December 20th, 2011

Generations X and Y Saving More for Retirement than Older Generations

December 20, 2011 (PLANSPONSOR.com) - Generations X and Y have embraced the concept of self-directed retirement savings more so than...

Compliance | December 20th, 2011

IRS Extends Filing Deadline for Some Tax-Exempt Organizations

December 20, 2011 (PLANSPONSOR.com) - Tax-exempt organizations with January and February filing due dates will have until March 30, 2012,...

Benefits | December 16th, 2011

Pennsylvania Township Ponders 403(b)

December 16, 2011 (PLANSPONSOR.com) - Newtown Township, Pennsylvania, supervisors will consider establishing a different retirement plan for new non-union employees...

Benefits | December 14th, 2011

403(b) Sponsors Continue Improving Plans

December 14, 2011 (PLANSPONSOR.com) - In the face of prolonged economic instability, 403(b) plan sponsors are forging ahead with a...

Benefits | December 14th, 2011

403(b) Plan Improvement: An Adviser Opportunity

December 14, 2011 (PLANSPONSOR.com) – “There is still tremendous opportunity for advisers in the 403(b) space, particularly among smaller plans,”...

Ask the Experts | December 13th, 2011

(b)lines Ask the Experts – RMDs Continue in Beneficiary Accounts

December 13, 2011 (PLANSPONSOR (b)lines) – "My father passed away in 2011, and I am the beneficiary of his 403(b)...

Products | December 13th, 2011

University of Missouri Board Chooses Fidelity to Administer 401(a), 403(b)

December 13, 2011 (PLANSPONSOR.com) - The University of Missouri Board of Curators has approved Fidelity Investments as its master administrator...

Products | December 9th, 2011

Medical Center Selects TIAA-CREF as 403(b) Recordkeeper

December 9, 2011 (PLANSPONSOR.com) - Maimonides Medical Center has chosen TIAA-CREF to manage the hospital’s retirement plan.

Ask the Experts | December 5th, 2011

(b)lines Ask the Experts – What IRS Holidays Would Allow for Extensions?

December 5, 2011 (PLANSPONSOR (b)lines) – “In this the holiday season, I was thinking about the holidays during the year...

Benefits | December 5th, 2011

Why Higher Ed Employees Are not Preparing Well for Retirement

December 5, 2011 (PLANSPONSOR.com) – A recent survey from Fidelity indicated employees at higher education institutions are not preparing well...

Opinions | December 2nd, 2011

Options for Employers not Eligible to Sponsor a 403(b)

December 2, 2011 (PLANSPONSOR (b)lines) - As with many employers, it is possible for a 403(b) plan sponsor’s tax status...

Ask the Experts | November 29th, 2011

(b)lines Ask the Experts – Submitting Deferrals Timely during the Holidays

November 29, 2011 (PLANSPONSOR (b)lines) – “We maintain an ERISA-covered 403(b) plan. Our bi-weekly payroll cycle is scheduled to end...

Products | November 29th, 2011

Florida IBC and AXA Equitable Team up on Teacher Education

November 29, 2011 (PLANSPONSOR.com) - Florida educators will soon get critical information about how to prepare financially for retirement, thanks...

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