Tag: 403(b)

Opinions | April 12th, 2011

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...

Ask the Experts | April 12th, 2011

(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...

Compliance | April 8th, 2011

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...

Compliance | April 8th, 2011

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...

Products | April 8th, 2011

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...

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Reader Responses | April 5th, 2011

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 | April 1st, 2011

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...

Products | March 31st, 2011

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...

Compliance | March 29th, 2011

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...

Ask the Experts | March 29th, 2011

(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...

Products | March 22nd, 2011

Brightscope Hones in on 403(b)s

March 22, 2011 (PLANSPONSOR.com) – Plan ratings provider BrightScope has widened its focus, and now has incorporated...

Benefits | March 22nd, 2011

Steps in Terminating a 403(b) Plan

March 22, 2011 (PLANSPONSOR.com) - In addition to providing guidance on distributing assets for a 403(b) plan termination, the IRS’...

Ask the Experts | March 22nd, 2011

(b)lines Ask the Experts – An Employee Wants to Defer 100%

March 22, 2011 (PLANSPONSOR (b)lines) – “Can a per diem employee who works nominal hours and receives only a few...

Benefits | March 18th, 2011

403(b) Sponsors Report Confidence in Processes

March 18, 2011 (PLANSPONSOR.com) – Having worked through the challenges of last year, the majority of 403(b) sponsors are secure...

Products | March 18th, 2011

VALIC Renews Relationship with NY Health Care Providers

March 18, 2011 (PLANSPONSOR.com) – VALIC has renewed its contracts as the exclusive plan provider for the 457(b) plan of...

Deals and People | March 17th, 2011

The Hartford Increases Focus on Government, Tax-Exempt Markets

March 17, 2011 (PLANSPONSOR.com) - The Hartford launched a strategy to increase its share of the government and tax-exempt retirement...

Ask the Experts | March 15th, 2011

(b)lines Ask the Experts – Why 403(b)s Are Slower to Adopt Auto Enroll

March 15, 2011 (PLANSPONSOR (b)lines) – Do the Experts have any insight as to why adoption of automatic enrollment in...

Products | March 15th, 2011

TIAA-CREF Selected as Provider to Florida Model 403(b)

March 15, 2011 (PLANSPONSOR.com) - TIAA-CREF has announced its selection by the Independent Benefits Council (IBC) as a retirement plan...

Opinions | March 11th, 2011

Plan Termination Guidance Addresses Unanswered Questions

March 11, 2011 (PLANSPONSOR.com) - The IRS has issued additional guidance (Revenue Ruling 2011-7) to confirm and clarify the application...

Benefits | March 8th, 2011

Not-for-Profit Retirement Plan Industry Continues Growth

March 8, 2011 (PLANSPONSOR.com) – Total not-for-profit assets in a survey of providers representing 90% of the 403(b) and 457...

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