(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...
Tag: 403b
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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...
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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...
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,...
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...
(b)lines Ask the Experts – Correcting Excess Deferrals
April 12, 2011 (PLANSPONSOR (b)lines) – “I recently discovered that one of our 403(b) plan participants deferred in excess of...
Opinions |
Misconceptions about 403(b) Plan Design
Even though the IRS regulations squarely place 403(b) plans into the realm of employer-sponsored retirement plans, not all retirement plans...
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University of Oklahoma Selects Fidelity as Sole Provider
April 8, 2011 (PLANSPONSOR.com) - Fidelity Investments has been selected by the University of Oklahoma (OU) as the sole administrative...
ASPPA Recommends Form 5500 Exclusion of Pre-2009 Contracts
April 8, 2011 (PLANSPONSOR.com) - The American Society of Pension Professionals and Actuaries (ASPPA) recommends that the Department of Labor...
Court Approves Comp Used to Determine Benefits
April 8, 2011 (PLANSPONSOR.com) – A federal appellate court has ruled that a University medical center used the correct compensation...
SURVEY SAYS: Would a Change in Tax Deductibility Change Savings Rates?
April 7, 2011 (PLANSPONSOR.com) - The Retirement Confidence Survey from the Employee Benefit Research Institute (EBRI) indicated that the deductibility...
Benefits |
Former Boston Archdiocese Official Asks for Pension Intervention
April 1, 2011 (PLANSPONSOR.com) - Former Archdiocese of Boston chancellor David W. Smith disclosed that he has asked Massachusetts Attorney...
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Howard University Selects ING as a 403(b) Provider
March 31, 2011 (PLANSPONSOR.com) - ING’s U.S. Retirement Services operations announced it has been selected as a new service provider...
(b)lines Ask the Experts – Improving the Plan Audit Experience
March 29, 2011 (PLANSPONSOR (b)lines) – “We are a large ERISA 403(b) plan sponsor and our experience with our very...
403(b) Errors Ineligible for IRS Voluntary Correction Program
March 29, 2011 (PLANSPONSOR.com) – The Internal Revenue Service said recently, it has received several Voluntary Correction Program submissions for...
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Brightscope Hones in on 403(b)s
March 22, 2011 (PLANSPONSOR.com) – Plan ratings provider BrightScope has widened its focus, and now has incorporated...