Tag: 403(b)

Products | August 16th, 2017

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...

Ask the Experts | August 15th, 2017

(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.

Compliance | August 9th, 2017

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...

Deals and People | August 8th, 2017

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.

Ask the Experts | August 8th, 2017

(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,...

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Ask the Experts | August 1st, 2017

(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...

Ask the Experts | July 25th, 2017

(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...

Ask the Experts | July 18th, 2017

(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...

Ask the Experts | July 11th, 2017

(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?”

Compliance | July 10th, 2017

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...

Compliance | July 6th, 2017

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...

Compliance | July 3rd, 2017

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.

Compliance | June 27th, 2017

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...

Ask the Experts | June 27th, 2017

(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...

Compliance | June 20th, 2017

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...

Compliance | June 14th, 2017

Supreme Court Ruling Did Not Resolve Church Plan Challenges

The next stage will be to determine if the hospital boards or plan committees fit within the principal-purpose definition and...

Ask the Experts | June 13th, 2017

(b)lines Ask the Experts – Changing Withdrawal Provisions When Transferring to a 403(b)(1) Annuity Contract

“I work with a 403(b)(7) plan with employer matching and employer non-elective contributions in addition to elective deferral contributions. The...

Compliance | June 12th, 2017

IRS Issues List of Pre-Approved 403(b) Plan Documents

Plan sponsors that adopt a 403(b) preapproved plan by the end of the remedial amendment period will be deemed to...

Ask the Experts | June 6th, 2017

(b)lines Ask the Experts – When the Individual Who Signed Form 5500 Retired

“We are starting preparations for our retirement plan’s Form 5500 annual return filing; however, the individual who signs our returns...

Compliance | June 5th, 2017

Supreme Court Offers Interpretation of Definition of Church Plan

Looking at the definition of “church plan” in ERISA, the high court concluded that a plan maintained by a principal-purpose...

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