Tag: 403(b)

Opinions | June 17th, 2011

Building a Great 403(b) Menu: Part 2, the process

June 17, 2011 (PLANSPONSOR (b)lines) - In Part 1, we covered some of the structural considerations of building a great...

Benefits | June 17th, 2011

Firm Discusses 403(b) Operational Errors Discovered during Audit

June 17, 2011 (PLANSPONSOR.com) – Accounting firm Eisner Amper says many 403(b) plan sponsors have been confronted with operational errors...

Benefits | June 17th, 2011

MA Hospital Moves to 403(b) as It Files for Bankruptcy

June 17, 2011 (PLANSPONSOR.com) - Northern Berkshire Healthcare Inc, the parent of North Adams Regional Hospital, has filed for bankruptcy...

Ask the Experts | June 14th, 2011

(b)lines Ask the Experts – Catch-Up Confusion

June 14, 2011 (PLANSPONSOR (b)lines) – “I read that a 403(b) retirement plan participant can be using what he believes...

Compliance | June 14th, 2011

MA Lawmakers Propose Retirement Option for Nonprofits

June 14, 2011 (PLANSPONSOR.com) – Two Massachusetts lawmakers have formed a Nonprofit Caucus within the Massachusetts Legislature.

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Opinions | June 10th, 2011

Another Look at the IRS Higher Education Compliance Initiative

June 10, 2011 (PLANSPONSOR (b)lines) - The Employee Plans Compliance Unit (EPCU) of the Internal Revenue Service (IRS) has announced...

Ask the Experts | June 7th, 2011

(b)lines Ask the Experts – New Form 5500 SSA Schedule

June 7, 2011 (PLANSPONSOR (b)lines) – “I read in a recent Ask the Experts Column on small/frozen Plan 5500 filings...

Benefits | June 7th, 2011

NH Public TV Cuts 403(b) Contribution

June 7, 2011 (PLANSPONSOR.com) - New Hampshire Public Television is cutting 20 full-time jobs and taking other measures in response...

Products | June 2nd, 2011

U.S. Retirement Partners Acquires Southern CA 403(b) Provider

June 2, 2011 (PLANSPONSOR.com) - U.S. Retirement Partners (USRP) has acquired USD Insurance and Financial Services, Inc. (USD), adding to...

Ask the Experts | May 31st, 2011

(b)lines Ask the Experts – Testing the Limits

May 31, 2011 (PLANSPONSOR (b)lines) – “We sponsor an elective deferral 403(b) plan that is subject to ERISA. There are...

Benefits | May 27th, 2011

Comparing Year-over-Year 403(b) Plan Stats

May 27, 2011 (PLANSPONSOR.com) – Comparing the results of the 2010 and 2011 403(b) Plan Surveys from the Profit Sharing/401k...

Benefits | May 24th, 2011

Adviser Opportunity in 403(b) Market Still Big

May 24, 2011 (PLANSPONSOR.com) – Speaking on results of the latest 403(b) plan sponsor survey from the Profit Sharing/401k Council...

Ask the Experts | May 24th, 2011

(b)lines Ask the Experts – Separate Plans for Employee and Employer Contributions

May 24, 2011 (PLANSPONSOR (b)lines) – “Can a 501(c)(3) entity sponsor a non-ERISA 403(b) for deferral contributions and a SEP-IRA...

Benefits | May 23rd, 2011

403(b) Plans Increase Use of Advisers and Online Communications

May 23, 2011 (PLANSPONSOR.com) - The latest 403(b) plan sponsor survey from the Profit Sharing/401k Council of America (PSCA) reveals...

Opinions | May 20th, 2011

Provider Fail?

May 20, 2011 (PLANSPONSOR (b)lines) - Recently a (b)lines reader sent a question to our Ask the Experts panel asking...

Benefits | May 17th, 2011

Johns Hopkins University Starts Comprehensive Benefits Review

May 17, 2011 (PLANSPONSOR.com) – Johns Hopkins University has embarked on a comprehensive review of its benefits package with the...

Ask the Experts | May 17th, 2011

(b)lines Ask the Experts – Frozen Plan Now Small Plan for Audit Purposes

May 17, 2011 (PLANSPONSOR (b)lines) – “We have a 403b ERISA plan that filed a 5500 with an audit in...

Opinions | May 17th, 2011

Building a Great 403(b) Menu: Part 1, the Groundwork

May 17, 2011 (PLANSPONSOR (b)lines) - If it ain’t broke… We’re all too busy to fix things that aren’t obviously...

Benefits | May 13th, 2011

Detroit Mayor Wants Switch to 403(b)s

May 13, 2011 (PLANSPONSOR.com) - Facing a $155-million deficit and the prospect of the state appointing an emergency financial manager,...

Opinions | May 10th, 2011

Form 5500 Reporting – A Review

May 10, 2011 (PLANSPONSOR.com) - Before 2009, Form 5500 reporting for ERISA 403(b) plans was very limited. Beginning with the...

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