(b)lines Ask the Experts – Responsibility for Updating Plan to Comply with Regs
May 10, 2011 (PLANSPONSOR (b)lines) – “Our museum has a 403(b) plan with only one provider that provides investment vehicles and...
Tag: 403(b)
Opinions |
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...
VALIC Hires Leader for K-12 Retirement Plan Biz
May 6, 2011 (PLANSPONSOR.com) – VALIC has recruited John Kevin as Vice President, K-12 Market Management.
Products |
MI Hospital System Selects MetLife as 403(b) Provider
May 6, 2011 (PLANSPONSOR.com) - MetLife Resources (MLR) has been selected as the 403(b) defined contribution plan service provider for...
SURVEY SAYS: Which Would Your Workforce Most Prefer – DB or DC?
May 5, 2011 (PLANSPONSOR.com) - Gary Findlay’s column earlier this week triggered a couple of interesting comments – and a...
(b)lines Ask the Experts – Tax on Distributions to a Beneficiary
May 3, 2011 (PLANSPONSOR (b)lines) – “An employee participating in a 403(b) plan died and now his widow, who is...
Benefits |
403(b) Webcast: The Role of Guaranteed Fixed Annuities in 403(b) Plans
May 3, 2011 (PLANSPONSOR.com) – In a recent Webcast, speakers from Fidelity Investments said 403(b) sponsors should carefully review existing...
Opinions |
Misconceptions about 403(b) Plan Compliance
April 29, 2011 (PLANSPONSOR (b)lines) - In the aftermath of the IRS 403(b) regulations and Department of Labor guidance, 403(b)...
Opinions |
Surviving the IRS’ Higher Ed 403(b) Compliance Check
April 29, 2011 (PLANSPONSOR (b)lines) - In 2006, the IRS launched its first 403(b) Compliance Check initiative, focusing on whether...
IRS Starts Higher Ed 403(b) Compliance Check
April 29, 2011 (PLANSPONSOR.com) – The Internal Revenue Service has begun its 403(b) Universal Availability Higher Education Project.
(b)lines Ask the Experts – Ensuring Compliant Transactions in Multi-Vendor Plans
April 26, 2011 (PLANSPONSOR (b)lines) – “I am a 403(b) plan sponsor with multiple vendors, and I have heard from...
Council Recommends More Audit Relief for 403(b)s
April 26, 2011 (PLANSPONSOR.com) – The ERISA Advisory Council has recommended that the Department of Labor provide administrators of 403(b)...
Products |
Mount Holyoke College Selects ING as Service Provider
April 25, 2011 (PLANSPONSOR.com) - ING U.S. Retirement Services has been selected as the new, exclusive retirement plan service provider...
Opinions |
Hindsight is Always 20/20
April 22, 2011 (PLANSPONSOR (b)lines) - In 1989 I didn’t know anything about retirement plans. I was hired that fall,...
Products |
Howard University Extends Relationship with VALIC
April 22, 2011 (PLANSPONSOR.com) – VALIC has been retained by Howard University and Howard University Hospital as a 403(b) plan...
Benefits |
Student Employees Offered 403(b), but No One’s Biting
April 19, 2011 (PLANSPONSOR.com) – University Student Union, Inc. of California State University, Northridge, has offered its student employees the...
(b)lines Ask the Experts – Restrictions on Hardship Withdrawals
April 19, 2011 (PLANSPONSOR (b)lines) – “We are establishing a new 403(b) plan with a mutual fund provider and wanted...
Benefits |
Retirement Plan Market on the Upswing
April 15, 2011 (PLANSPONSOR.com) - Strong performance across all equity sectors coupled with positive returns in the bond markets helped...
ASPPA Asks for Retirement Plan Exemption from Adviser Rules
April 15, 2011 (PLANSPONSOR.com) - The American Society of Pension Professionals & Actuaries (ASPPA) and the National Tax Sheltered Accounts...
Opinions |
The Brave New World of the 403(b) Oversight Committee
April 15, 2011 (PLANSPONSOR.com) - Three years ago, many people predicted that the 403(b) industry would change overnight as a...