Tag: 403(b)

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

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...

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...

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...

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...

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 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....

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...

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...

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...

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...

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...

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...

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...

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