Ask the Experts | July 12th, 2011 (b)lines Ask the Experts – Plan Termination Unknowns July 12, 2011 (PLANSPONSOR (b)lines) – “The Internal Revenue Service has issued guidance on 403(b) plan terminations, so why is...
Opinions | July 8th, 2011 (b)Mused: Just Do It July 8, 2011 (PLANSPONSOR (b)lines) – Over the past holiday weekend I went whitewater rafting for the first time.
Benefits | July 8th, 2011 403(b) Plans Most Use TPAs for Recordkeeping July 8, 2011 (PLANSPONSOR.com) - An analysis by The Principal Financial Group of respondents to PSCA’s 2011 403(b) Plan Design...
Products | July 5th, 2011 Provider Warns 403(b) Participants about Roth IRA Marketing July 5, 2011 (PLANSPONSOR.com) – JEM Resource Partners has sent a notice to all participants in 403(b) plans it administers...
Benefits | July 5th, 2011 Union Sues School District over Missing 403(b) Plan Contributions July 5, 2011 (PLANSPONSOR.com) - The union serving teachers and counselors in the Twin Rivers Unified School District in California...
Ask the Experts | July 5th, 2011 (b)lines Ask the Experts – Correcting Past Deferral Limit Violations July 5, 2011 (PLANSPONSOR (b)lines) – “In performing a 15-year catch-up election calculation under Code Section 402(g)(7) for an individual...
Opinions | July 1st, 2011 (b)Mused: The Circle of Life July 1, 2011 (PLANSPOSNOR (b)lines) – In a conversation this week with Ed Moslander, Senior Managing Director, Institutional Sales &...
Compliance | July 1st, 2011 PSNC 2011: Fixing 403(b) Plan Mistakes July 1, 2011 (PLANSPONSOR.com) – Michael J. DiCenso, National Practice Leader, Gallagher Retirement Services, told attendees at the PLANSPONSOR National...
Products | July 1st, 2011 VALIC Wins Nursing Home Plan July 1, 2011 (PLANSPONSOR.com) – VALIC has been selected as the exclusive 403(b) plan provider for The Silvercrest Center for...
Compliance | July 1st, 2011 VALIC Webcast: 403(b) Regulatory Updates July 1, 2011 (PLANSPONSOR (b)lines) – A recent Webcast held by VALIC addressed Internal Revenue Service and Department of Labor...
Deals and People | June 28th, 2011 Multnomah Group Adds to Consulting Team June 28, 2011 (PLANSPONSOR.com) - The Multnomah Group announced the addition of John Chavez as the new Regional Director for...
Administration | June 28th, 2011 Philly Orchestra Challenged on Funding Pension June 28, 2011 (PLANSPONSOR.com) - In connection with its April 16 bankruptcy petition, the Philadelphia Orchestra Association has claimed that...
Administration | June 28th, 2011 Philly Orchestra Challenged on Funding Pension June 28, 2011 (PLANSPONSOR.com) - In connection with its April 16 bankruptcy petition, the Philadelphia Orchestra Association has claimed that...
Benefits | June 28th, 2011 Report Finds Hole in Retirement Offerings for Charter Schools June 28, 2011 (PLANSPONSOR.com) – A new report on how charter schools handle teachers’ pensions, published by the Thomas B....
Ask the Experts | June 28th, 2011 (b)lines Ask the Experts – Plan Administration after Consolidating Vendors June 28, 2011 (PLANSPONSOR (b)lines) – During the recent PLANSPONSOR National Conference Ask the Experts panel a plan sponsor said,...
Benefits | June 24th, 2011 PSNC 2011: Best Practices for 403(b) Plans June 24, 2011 (PLANSPONSOR.com) – At the recent PLANSPONSOR National Conference, 403(b) plan sponsors heard what some peers are doing...
Opinions | June 24th, 2011 (b)Mused: Different Strokes June 24, 2011 (PLANSPONSOR (b)Mused) – At the PLANSPONSOR National Conference in Chicago last week, I spent some time talking...
Products | June 21st, 2011 TSA Consulting Acquires TPA Firm June 21, 2011 (PLANSPONSOR.com) - TSA Consulting Group, Inc., an independent provider of 403(b) and 457(b) retirement plan administration services,...
Benefits | June 21st, 2011 GA School System Considers Giving Funds Back to Employees June 17, 2011 (PLANSPONSOR.com) - Members of the Newton County (Georgia) Board of Education are considering using additional expected funds...
Ask the Experts | June 21st, 2011 (b)lines Ask the Experts – Why Offer Both a 401(a) and 403(b)? June 21, 2011 (PLANSPONSOR (b)lines) – During the recent PLANSPONSOR National Conference's live Ask the Experts panel a plan sponsor...