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...
Tag: 403(b)
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...
(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...
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 |
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...
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...
Products |
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...
Products |
Brightscope Hones in on 403(b)s
March 22, 2011 (PLANSPONSOR.com) – Plan ratings provider BrightScope has widened its focus, and now has incorporated...
(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 |
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’...
Benefits |
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 |
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...
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...
Products |
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...
(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...
Opinions |
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...