Tag: 403(b)

Opinions | April 29th, 2011

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 | April 29th, 2011

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...

Compliance | April 29th, 2011

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.

Ask the Experts | April 26th, 2011

(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...

Compliance | April 26th, 2011

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)...

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Products | April 25th, 2011

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 | April 22nd, 2011

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 | April 22nd, 2011

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 | April 19th, 2011

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...

Ask the Experts | April 19th, 2011

(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 | April 15th, 2011

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...

Opinions | April 15th, 2011

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...

Compliance | April 15th, 2011

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 | 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

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...

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...

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...

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