Tag: 403(b)

Benefits | August 5th, 2011

Charter School Explains Missed 403(b) Contributions

August 5, 2011 (PLANSPONSOR.com) - The Brighter Choice Charter School for Girls in Albany, New York, says financial restraints have...

Opinions | August 5th, 2011

(b)Mused: “Consolidating” Views

August 5, 2011 (PLANSPONSOR (b)lines) – If you are a member of the PLANSPONSOR (b)lines 403(b) group on LinkedIn you...

Ask the Experts | August 2nd, 2011

(b)lines Ask the Experts – Non-Discrimination Rules for Match Contributions

August 2, 2011 (PLANSPONSOR (b)lines) – “I realize that the nondiscrimination rules for employer base/nonmatching/discretionary contributions were dramatically changed by...

Compliance | August 2nd, 2011

Law Firm Reports 403(b) Compliance Issues

August 2, 2011 (PLANSPONSOR.com) – An ERISA Strategist report from law firm Constangy, Brooks & Smith LLP says 2010 was...

Benefits | July 29th, 2011

Retirement Plans a Top-Ranked Benefit among Higher Ed Staff

July 29, 2011 (PLANSPONSOR.com) - The Chronicle's Great Colleges to Work For survey for 2011 reveals that concrete benefits and...

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Ask the Experts | July 29th, 2011

(b)lines Ask the Experts – Church Plans and Group Trusts

July 29, 2011 (PLANSPONSOR (b)lines) – “A 403(b) church plan that is not a 403(b)(9) retirement income account wants to...

Benefits | July 29th, 2011

Missouri System Looking to Reduce Vendors

July 29, 2011 (PLANSPONSOR.com) - University of Missouri System administrators are considering a change to 403(b) and 457 plan investments.

Products | July 29th, 2011

NY Community College Selects VALIC as 403(b) Administrator

July 29, 2011 (PLANSPONSOR.com) - Nassau County Community College, a division of the State University of New York, has chosen...

Benefits | July 26th, 2011

Groups Anticipate Fee Disclosure Issues for 403(b)s

July 26, 2011 (PLANSPONSOR.com) – The American Society of Pension Professionals and Actuaries (ASPPA) and the National Tax-Sheltered Accounts Association...

Compliance | July 26th, 2011

ASPPA Urges Relief for 403(b)s Falling out of ERISA Safe Harbor

July 26, 2011 (PLANSPONSOR.com) - As a result of new Internal Revenue Service 403(b) regulations many organizations, acting in good...

Benefits | July 26th, 2011

Additional 403(b) Reporting and Audit Problems Outlined

July 26, 2011 (PLANSPONSOR.com) - Even though Department of Labor FAB 2009-02 permits assets from a “deselected vendor” of a...

Benefits | July 26th, 2011

Additional 403(b) Reporting and Audit Problems Outlined

July 26, 2011 (PLANSPONSOR.com) - Even though Department of Labor FAB 2009-02 permits assets from a “deselected vendor” of a...

Products | July 22nd, 2011

NC Health Care Providers Select VALIC

July 22, 2011 (PLANSPONSOR.com) – VALIC has been selected as the exclusive plan provider for three North Carolina health care...

Opinions | July 22nd, 2011

ERISA: A Burden or Needed Protection for Governmental 403(b)s?

July 22, 2011 (PLANSPONSOR.com) - Scott Dauenhauer, CFP, MSFP, AIF, Meridian Fiduciary Consulting, contends that public sector deﬁned contribution plan...

Deals and People | July 21st, 2011

Fiduciary Investment Advisors Hires 403(b) Investment Consultant

July 21, 2011 (PLANSPONSOR.com) - Fiduciary Investment Advisors, LLC (FIA) announced that Vincent M. Smith, AIF, has joined the firm...

Compliance | July 19th, 2011

No More Reporting Relief for 403(b)s?

July 19, 2011 (PLANSPONSOR.com) – In a live Web chat with Phyllis Borzi, Assistant Secretary of Labor for the U.S....

Ask the Experts | July 19th, 2011

(b)lines Ask the Experts – Examination Letters

July 19, 2011 (PLANSPONSOR (b)lines) – “I recently received a letter from the IRS telling me that my 403(b) plan...

Compliance | July 15th, 2011

Groups Offer Input on Treatment of 403(b) Custodial Accounts upon Plan Termination

July 15, 2011 (PLANSPONSOR.com) - The American Society of Pension Professionals and Actuaries (ASPPA) and National Tax Sheltered Accounts Association...

Compliance | July 15th, 2011

IRS 403(b) Plan Checklist a Tool to Aid with Compliance

July 15, 2011 (PLANSPONSOR.com) – The Internal Revenue Service says it is important for 403(b) plan sponsors to annually review...

Benefits | July 15th, 2011

Nurses Picket over Switch to 403(b)

July 15, 2011 (PLANSPONSOR.com) - Eastern Niagara Hospital-Lockport registered nurses picketed outside the hospital last week in a fight to...

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