9th Circuit Clears NEA in Annuity Sales Flap
December 21, 2010 (PLANSPONSOR.com) – A federal appellate court has ruled that the National Education Association (NEA) cannot be held...
Tag: 403(b)
Opinions |
IMHO: Naughty or Nice?
December 21, 2010 (PLANSPONSOR.com) - A few years back—when my kids still believed in the reality of Santa...
Benefits |
The New World of 403(b) Retirement Plans
December 21, 2010 (PLANSPONSOR.com) - Panelists in a recent Webcast discussed how regulatory changes are affecting ongoing administration of 403(b)...
Benefits |
Boston Archdiocese Moving to 403(b) Plan
December 21, 2010 (PLANSPONSOR.com) - The Roman Catholic Archdiocese of Boston says it will freeze pensions for about 10,000 church...
IRS Allows for Commingling of Retirement Assets in Group Trusts
December 16, 2010 (PLANSPONSOR.com) – The Internal Revenue Service has issued Revenue Ruling 2011-01, modifying the rules for group trusts.
Benefits |
Comparing DC Plan Behavior of For-Profit and Not-For-Profit Employees
December 14, 2010 (PLANSPONSOR.com) – While a comparison of retirement savings behaviors of for-profit and not-for-profit employees found more similarities...
Benefits |
403(b) Plans Surviving the Economic and Regulatory Climate
December 14, 2010 (PLANSPONSOR.com) – A snapshot survey of 403(b) plan sponsors by the Profit Sharing/401k Council of America (PSCA)...
Benefits |
403(b) Sponsors Could Improve on Investment and Plan Monitoring
December 14, 2010 (PLANSPONSOR.com) – A newly released study by the Profit Sharing/401(k) Council of America found less than half...
Products |
MassMutual Helps Non-Profits Consolidate 403(b) Assets
December 14, 2010 (PLANSPONSOR.com) – In 2010, MassMutual has seen the demand from non-profits to consolidate 403(b) assets increase exponentially...
Products |
NC Hospital Chooses VALIC as 403(b) Provider
December 14, 2010 (PLANSPONSOR.com) – VALIC has been selected as the exclusive 403(b) plan provider by Betsy Johnson Regional Hospital...
Diversified Announces New West Coast Sales Exec
December 13, 2010 (PLANSPONSOR.com) - Diversified Investment Advisors announced that Greg T. Hodges has joined the company as a sales...
NY 403(b) Fee Suit Dismissed – Again
December 7, 2010 (PLANSPONSOR.com) – A federal judge in New York has thrown out a lawsuit by two school teacher...
403(b) Webcast: IRS Audit Results
December 7, 2010 (PLANSPONSOR.com) – In a recent PLANSPONSOR Webcast, sponsored by MetLife, Daniel S. Gardner, Senior Employee Plan Specialist...
Benefits |
IRS Audit: A 403(b) Plan Sponsor’s Experience
December 7, 2010 (PLANSPONSOR.com) - Karen Janway, Director, Benefits and Administrative Support, Presbyterian Healthcare Services, has been through three Internal...
Benefits |
Impact of Fee Disclosure on 403(b)s
November 30, 2010 (PLANSPONSOR (b)lines) – New fee disclosure rules from the U.S. Department of Labor (DoL) present unique challenges to...
(b)lines Ask the Experts – Aggregating Accounts for RMDs
November 30, 2010 (PLANSPONSOR (b)lines) – If an individual is a participant in more than one 403(b) plan or the...
Benefits |
Teachers Have Homework to Do for Retirement
November 23, 2010 (PLANSPONSOR.com) – New data from the ING Retirement Research Institute indicates that very few K-12 teachers (15%)...
Opinions |
What is a “Church” Plan?
November 23, 2010 (PLANSPONSOR (b)lines) - A church plan is a plan that is established and maintained by either a)...
(b)lines Ask the Experts – Fee Disclosure and Annuity Contracts
November 23, 2010 (PLANSPONSOR (b)lines) – Will the new fee disclosure rules for disclosures from service providers to plan fiduciaries...
Benefits |
403(b) Sponsors Using Lots of Outside Help
November 9, 2010 (PLANSPONSOR.com) – Seventy-nine percent of 403(b) plans turned to an outside adviser to help then navigate through...