Tag: 403(b)

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...

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...

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...

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...

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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,...

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...

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...

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,...

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