Tag: 403(b)

Products | November 3rd, 2010

Retirement Coalition Releases 403(b) Auto Features Guidance

November 3, 2010 (PLANSPONSOR.com) – Retirement Made Simpler (RMS) released an online toolkit to provide employers with a 403(b) retirement...

Products | October 28th, 2010

Fidelity: Vendor Consolidation Helped Grow 403(b) Participant Base

October 28, 2010 (PLANSPONSOR.com) - Fidelity Investments reported a 20% increase over the past three years in the number of...

Benefits | October 26th, 2010

TPAs Expect Major Growth Opportunity in 403(b) Market

October 26, 2010 (PLANSPONSOR.com) - Results from a survey of third party administrators finds that 403(b) plan administration could be...

Products | October 19th, 2010

Strategic Retirement Group Expands Account Team

October 19, 2010 (PLANSPONSOR.com) - Strategic Retirement Group, Inc., a retirement plan advisory firm for the not-for-profit and healthcare sectors,...

Ask the Experts | October 19th, 2010

(b)lines Ask the Experts – Fee Disclosure and Church Plans

October 19, 2010 (PLANSPONSOR (b)lines) – “I heard that there are some new regulations that will require my retirement plan...

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Products | October 14th, 2010

MassMutual Offers White Paper on Latest 403(b) Regulations

October 14, 2010 (PLANSPONSOR.com) - MassMutual's Retirement Services Division has published a white paper on the latest 403(b) regulations and...

Deals and People | October 7th, 2010

The Hartford Names Head of Non-profit Retirement Plans Biz

October 7, 2010 (PLANSPONSOR.com) - The Hartford has announced the appointment of Don MacQuattie as vice president and director of...

Benefits | September 28th, 2010

Survey Finds Changes among Plans Sponsored by Health Care Organizations

September 28, 2010 (PLANSPONSOR.com) – Regulatory changes and the recent economic downturn have led to changes in retirement plans sponsored...

Benefits | September 28th, 2010

MA Hospital Moves from DB to 403(b)

September 28, 2010 (PLANSPONSOR.com) - Morton Hospital’s approximately 800 non-union workers will have their defined benefit pension plan replaced with...

Benefits | September 21st, 2010

Purdue Pares Down to One 403(b) Provider

September 21, 2010 (PLANSPONSOR.com) – Purdue University has retained Fidelity Investments as the sole recordkeeping and administrative service provider to...

Ask the Experts | September 21st, 2010

(b)lines Ask the Experts – ERISA Status for Church-Related Entities

September 21, 2010 (PLANSPONSOR (b)lines) – A church sponsors a pre-school, which is not separately incorporated.

Compliance | September 17th, 2010

Senate Approved Bill Would Allow Roth Accounts in 457 Plans

September 17, 2010 (PLANSPONSOR.com) – Provisions in a bill passed by the U.S. Senate won’t just help 401(k) plan participants.

Products | September 14th, 2010

SPARK Offers Options for Dealing with 403(b) Providers not Sharing Data

September 14, 2010 (PLANSPONSOR.com) - The SPARK Institute has issued best practices to assist 403(b) plan sponsors dealing with investment...

Products | September 14th, 2010

SPARK Issues Final Best Practices for 403(b)s Filing Form 5500

September 14, 2010 (PLANSPONSOR.com) - The SPARK Institute has published the final version of its Best Practices for ERISA-covered 403(b)...

Benefits | September 7th, 2010

University of South Alabama Hospitals Choose 403(b) over DB

September 7, 2010 (PLANSPONSOR.com) - New employees hired at University of South Alabama hospitals, clinics, and physician offices on or...

Ask the Experts | September 2nd, 2010

(b)lines Ask the Experts – Eligibility Requirement Restrictions for Dual Status Sponsors

September 7, 2010 (PLANSPONSOR (b)lines) – In an ERISA 403(b) plan, a plan may require a two-year service requirement for...

Ask the Experts | August 31st, 2010

(b)lines Ask the Experts – Requiring Transfer before Taking a Loan

August 31, 2010 (PLANSPONSOR (b)lines) – A plan sponsor wishes to disallow participant loans from vendors that are no longer...

Opinions | August 31st, 2010

Back to School with Your 403(b) Program

August 31, 2010 (PLANSPONSOR (b)lines) - As the new school year begins, educators are busy organizing their classrooms and lesson...

Benefits | August 31st, 2010

Most Large 403(b)s Have not Filed Form 5500

August 31, 2010 (PLANSPONSOR.com) – An EAlert from the American Institute of Certified Plan Accountants (AICPA) says most large 403(b)...

Products | August 25th, 2010

SPARK Adds to Q&A for 403(b) Best Practices

August 25, 2010 (PLANSPONSOR.com) - The SPARK Institute has posted more than 20 answers to new questions it has received...

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