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...
Tag: 403(b)
(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 |
(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 |
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 |
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 |
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...
(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...
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 |
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...
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...
Opinions |
(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 &...
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...
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...
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...
(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 |
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....
Benefits |
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 |
(b)Mused: Different Strokes
June 24, 2011 (PLANSPONSOR (b)Mused) – At the PLANSPONSOR National Conference in Chicago last week, I spent some time talking...
Benefits |
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...
(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...