Tag: 403(b)

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...

Opinions | July 15th, 2011

(b)Mused: Speaking Engagement

July 15, 2011 (PLANSPONSOR (b)lines) - One thing that struck me in a panel discussion at last month’s PLANSPONSOR National...

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 &...

1 … 38 39 40 41 42 … 66

Most Read

Administration
IRS Raises 401(k) Contribution Limit to $25,500, IRA Limit Remains $7,500
Compliance
House Passes Bill Enabling 403(b) Plans to Invest Using Collective Investment Trusts
Deals and People
Marsh Announces Deal for Wilshire
Benefits
Controlling Employer Healthcare Costs is Sponsors’ Top Strategic Priority for 2027
Products
Manulife John Hancock, Great Gray to Launch Target-Date CITs with Private Market Exposure

Upcoming Events

Upcoming Events

PLANSPONSOR Roadmap 2026 Livestream Series: Retirement Income

Implementing a retirement income solution in a defined contribution plan is not a product decision, but a governance decision with long-term implications. Join PLANSPONSOR's Retirement Income livestream series to get practical guidance and learn about resources to develop decision frameworks that can be taken back to plan and investment committees.

see more events