(b)lines Ask the Experts – Is an Irrevocable Election Not to Participate Truly Irrevocable?
Experts answer questions from 403(b) plan sponsors and providers.
Tag: 403(b)
ERISA Challenge Targets Minnesota Hospital System
The latest retirement industry class action challenge, filed in the U.S. District Court for the District of Minnesota, names as...
(b)lines Ask the Experts – Re-borrowing After Repayment of a Defaulted Loan
“I work for a plan sponsor where payroll deduction and outside collateral cannot be used for loans. We have a...
Non-Profit and Governmental Plan Sponsors Wanted for IRS Committee
The Internal Revenue Service is seeking applications for vacancies on the Advisory Committee on Tax Exempt and Government Entities.
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Tax-Exempt Retirement Plans Have Varying Focuses
Heather Lavallee from Voya spoke with PLANSPONSOR about the different issues tax-exempt plan sponsors are dealing with and how Voya...
(b)lines Ask the Experts – Having More Than One 403(b) Plan and Plan Type
“We have two groups of employees—non-union and union employees.
Court Decision Leaves Open Question of Responsibility for Government Plans
In addition, the 5th Circuit found a settlement agreement between Singing River Health System and its current and former employees...
Vanguard to Outsource Some 403(b) Recordkeeping to Newport Group
Vanguard says the partnership will offer enhanced services and features to 403(b) plan participants and sponsors.
(b)lines Ask the Experts – Why Some 403(b)s May Delay Form 5500 Filing
“I am fairly new to the employee benefits field, but was shocked to find that our employer, a private university,...
(b)lines Ask the Experts – When Nondiscriminatory Compensation Under 414(s) Applies
“A Section 414(e)(e) religious organization, that does not meet the definition of church or qualified church-controlled organization QCCO under Section...
(b)lines Ask the Experts – Effect of the Supreme Court Ruling on Church Plans
“I heard that the recent Supreme Court ruling was favorable to church plans sponsored by organizations such as faith-based universities...
(b)lines Ask the Experts – Consequence of Offering Non-Eligible Investments
“What is the consequence of a plan that, though written to permit only 403(b) eligible investments (403(b)(1) fixed/variable annuities and...
(b)lines Ask the Experts – Must Form 8955-SSA Be Filed Electronically?
“I have received conflicting information as to whether Form 8955-SSA is required to be filed electronically. Can the Experts clarify?”
Brown University Faces Familiar Allegations in 403(b) Lawsuit
Individual annuity contracts and a large plan investment lineup are targets in the Brown University lawsuit, just as they are...
IRS Changes Pre-Approved Plan Opinion Letter Program
The IRS says it is modifying its historic approach to pre-approved plans in order to encourage employers that currently maintain...
Connecticut Passes Conflict-of-Interest Rule for Non-ERISA 403(b)s
The law applies to any company that administers a 403(b) retirement plan offered by a political subdivision of the state.
Washington University in St. Louis Faces Second 403(b) Lawsuit
The strongly worded complaint says the plan fiduciaries “utterly abdicated their fiduciary duties to act prudently and loyally” by turning...
(b)lines Ask the Experts – Do 415 Limits Include Age-50 and 15-Year Catch Up Contributions?
“Our 403(b) plan provides for a fairly large employer contribution, which causes some of our employees to be restricted by...
Washington University in St. Louis Faces 403(b) Plan Lawsuit
The lawsuit claims plan participants paid excessive investment and recordkeeping fees and alleges the plan’s loan program violated ERISA prohibited...