Tag: 403(b)

Benefits | July 13th, 2010

Annuities Still Dominant 403(b) Investment

July 13, 2010 (PLANSPONSOR.com) – Although the percentage of 403(b) assets invested in mutual funds increased from 2008 to 2009,...

Benefits | July 13th, 2010

Purdue Announces Recordkeeper Change

July 13, 2010 (PLANSPONSOR.com) –Purdue University has announced enhancements to its defined contribution plan and voluntary retirement savings program as...

Opinions | July 8th, 2010

403(b) Webcast Series: Plan Design Best Practices

The new 403(b) regulations have left plan sponsors with a list of important priorities: reducing costs, simplifying administration, mitigating fiduciary...

Ask the Experts | July 6th, 2010

(b)lines Ask the Experts – Church Plans and State Laws

July 6, 2010 (PLANSPONSOR (b)lines) – A reader says: “What is the duty of a nonelecting church 403(b) plan to...

Opinions | July 6th, 2010

How to Keep Retirement Savings on Track after a Layoff

July 6, 2010 (PLANSPONSOR (b)lines) - Many school districts and nonprofits have been forced to make staff cuts to meet...

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Compliance | June 29th, 2010

Groups Ask for 403(b) Termination Distribution Clarification

June 29, 2010 (PLANSPONSOR.com) - The American Society of Pension Professionals & Actuaries (ASPPA) and the National Tax Sheltered Accounts...

Ask the Experts | June 29th, 2010

(b)lines Ask the Experts – Summary Annual Reports

June 29, 2010 (PLANSPONSOR (b)lines) – A reader says: “I had heard that Summary Annual Reports (SARs) were not required...

Products | June 23rd, 2010

AXA Financial Launches 403(b), 457 Plan Biz

June 23, 2010 (PLANSPONSOR.com) - AXA Financial, Inc. has launched PlanConnect, a full-service third party administrator (TPA) for sponsors of...

Ask the Experts | June 15th, 2010

(b)lines Ask the Experts – Transfers vs. Rollovers

June 15, 2010 (PLANSPONSOR (b)lines) – A reader says: “Our 403(b) Plan document indicates that transfers from the plan to another 403(b) plan...

Products | June 10th, 2010

MD Looking for 403(b) Plan Provider

June 10, 2010 (PLANSPONSOR.com) - The Maryland State Retirement Agency has issued a request for proposal (RFP) seeking investment and...

Products | June 10th, 2010

MassMutual Selected to Serve MI Health Organization’s Plans

June 10, 2010 (PLANSPONSOR.com) - MassMutual's Retirement Services Division has been selected by McLaren Health Care Corporation as the new...

Benefits | June 8th, 2010

Not-for-Profit Assets Rebound to Over $1T

June 8, 2010 (PLANSPONSOR.com) - Total not-for-profit retirement plan assets exceeded $1 trillion as of March 31, 2010 - the...

Products | June 8th, 2010

VALIC Named Exclusive Plan Provider by Kansas City Schools

June 8, 2010 (PLANSPONSOR.com) – Kansas City, Kansas, Public Schools (KCKPS) has pared down its number of 403(b) and 457(b)...

Ask the Experts | June 8th, 2010

(b)lines Ask the Experts – Leased Employees

June 8, 2010 (PLANSPONSOR (b)lines) – A reader asks: “Does 414(n) apply to a 403b? I know a 403(b) plan...

Opinions | June 1st, 2010

Revisiting the 403(b) non-ERISA Safe Harbor

June 1, 2010 (PLANSPONSOR (b)lines) - Suppose you are the human resources director for a 501(c)(3) nonprofit organization that offers...

Products | May 27th, 2010

Accounting Firm Expands Audit Practice to Include 403(b)s

May 27, 2010 (PLANSPONSOR.com) - CNM LLP, an independent accounting and advisory services firm has announced the expansion of its...

Ask the Experts | May 25th, 2010

(b)lines Ask the Experts – Required Minimum Distributions

May 25, 2010 (PLANSPONSOR (b)lines) – “Several years ago, we amended our 403(b) plan to comply with the changes in...

Products | May 25th, 2010

AUL Wins Indiana Health Care Provider Business

May 25, 2010 (PLANSPONSOR.com) - Indianapolis-based Health and Hospital Corp. of Marion County has selected American United Life Insurance Company...

Benefits | May 18th, 2010

403(b)s Dominate Not-for-profit Retirement Plan Market

May 18, 2010 (PLANSPONSOR.com) – A recent report from LIMRA shows total assets as of December 31, 2009, reported by...

Opinions | May 11th, 2010

The Big 403(b) Opportunity for Financial Professionals: Small Plans

May 11, 2010 - 403(b) plan sponsors have had their hands full. Regulatory changes in the final 403(b) regulations from...

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