Tag: 403(b)

Benefits | January 21st, 2011

Johns Hopkins University Introduces New 403(b)

January 21, 2011 (PLANSPONSOR.com) – Johns Hopkins University announced a new 403(b) plan for its support staff retirement benefits package...

Ask the Experts | January 18th, 2011

(b)lines Ask the Experts – A 54-Year-OId Avoids the Early Withdrawal Penalty

January 18, 2011 (PLANSPONSOR (b)lines) – “I have a bet with a colleague that I will buy her a fancy...

Products | January 14th, 2011

VALIC Extends Relationship with Two CA School Districts

January 14, 2011 (PLANSPONSOR.com) – VALIC has been selected to be a 457(b) plan provider for the California Visalia Unified...

Ask the Experts | January 11th, 2011

(b)lines Ask the Experts – The Demise of 403(b)s?

January 11, 2011 (PLANSPONSOR (b)lines) – “Down the road, do you believe that 403(b) plan designs will be eliminated in favor of...

Benefits | January 11th, 2011

San Diego Agency Suing 403(b) Providers

January 11, 2011 (PLANSPONSOR.com) - One of San Diego’s redevelopment agencies is suing Morgan Stanley, the city’s outside auditor, and...

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Benefits | January 11th, 2011

NTSAA Finds Confusion about Universal Availability

January 11, 2011 (PLANSPONSOR.com) – The National Tax-Sheltered Accounts Association says many 403(b) sponsors still do not know what the...

Opinions | January 7th, 2011

The New 403(b) Environment

January 7, 2011 (PLANSPONSOR (b)lines) - As we begin a new year, it is a good time to take stock...

Products | January 7th, 2011

MO School District Retains VALIC during Vendor Consolidation

January 7, 2011 (PLANSPONSOR.com) – VALIC has been retained by the Kansas City, Missouri, School District as a 403(b) plan...

Products | January 7th, 2011

VALIC’s Turner Appointed to ERISA Advisory Council

January 7, 2011 (PLANSPONSOR.com) - Richard Turner, VALIC Vice President and Deputy General Counsel, has been appointed to the U.S....

Ask the Experts | January 4th, 2011

(b)lines Ask the Experts – Definition of Participant for W-2

January 4, 2011 (PLANSPONSOR (b)lines) – My payroll department has indicated to me that they must check off a box...

Benefits | January 4th, 2011

NTSAA Summit Identifies Issues between Sponsors and Providers

January 4, 2011 (PLANSPONSOR (b)lines) – The National Tax Sheltered Accounts Association says many 403(b) sponsors do not determine whether...

Ask the Experts | December 28th, 2010

(b)lines Ask the Experts – Amending Plans for the HEART Act

December 28, 2010 (PLANSPONSOR (b)lines) – Retirement plans should be amended for provisions of the Heroes Earnings Assistance and Relief...

Compliance | December 21st, 2010

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...

Opinions | December 21st, 2010

IMHO: Naughty or Nice?

December 21, 2010 (PLANSPONSOR.com) - A few years back—when my kids still believed in the reality of Santa...

Benefits | December 21st, 2010

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 | December 21st, 2010

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...

Compliance | December 16th, 2010

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 | December 14th, 2010

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 | December 14th, 2010

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 | December 14th, 2010

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...

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