Tag: 403(b)

Opinions | August 3rd, 2010

Exercising Fiduciary Authority and Control over the Investment Menu in ERISA 403(b) Plans

Many employers sponsoring 403(b) plans recently modified their arrangements as a result of the final regulations under Section 403(b) of...

Benefits | August 3rd, 2010

PSNC 2010: Roth Accounts, not Just for the Highly Compensated

August 3, 2010 (PLANSPONSOR.com) – There has been a lot of talk since Roth 401(k)s and 403(b)s have been introduced...

Benefits | August 3rd, 2010

PSNC 2010: Fixing 403(b) Mistakes

August 3, 2010 (PLANSPONSOR.com) – Sponsors of 403(b) plans have had a lot to do in a short amount of...

Benefits | August 3rd, 2010

PSNC 2010: Building a Better 403(b) Menu

August 3, 2010 (PLANSPONSOR.com) – Sponsors of 403(b) plans can follow 401(k) plan sponsors’ lead in developing processes to build...

Products | August 2nd, 2010

CPI to Offer Symetra Daily Value Fixed Account

August 2, 2010 (PLANSPONSOR.com) - Symetra Life Insurance Company announced its Daily Value Fixed Account (Daily Value) feature for retirement...

Opinions | August 1st, 2010

PSNC Talking Points

August 1, 2010 (PLANSPONSOR.com) – Even the most diligent registrant at the recent PLANSPONSOR National Conference (PSNC)...

Opinions | July 29th, 2010

Vendor Consolidation in Higher Education: Getting More from Less

Today’s plan sponsors are operating in an increasingly complex environment. Changes to the 403(b) regulations have introduced new levels of...

Deals and People | July 27th, 2010

TIAA-CREF Names New CFO

July 27, 2010 (PLANSPONSOR.com) - TIAA-CREF announced the appointment of Virginia M. (Gina) Wilson as Executive Vice President and Chief...

Products | July 20th, 2010

CalSTRS Selects bWise Guys for Retirement Plan Education

July 20, 2010 (PLANSPONSOR.com) – The California State Teachers’ Retirement System (CalSTRS) has turned to bWise Guys, LLC to create...

Products | July 15th, 2010

VALIC Announces Retirement Manager Enhancements

July 15, 2010 (PLANSPONSOR.com) – VALIC has announced new enhancements to its Retirement Manager program, a vendor-neutral solution for managing multiple...

Ask the Experts | July 13th, 2010

(b)lines Ask the Experts – Universal Availability and Immediate Deferral

July 13, 2010 (PLANSPONSOR (b)lines) – A reader says: “I have been told that the new regulation for Universal Availability...

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...

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...

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Implementing a retirement income solution in a defined contribution plan is not a product decision, but a governance decision with long-term implications. Join PLANSPONSOR's Retirement Income livestream series to get practical guidance and learn about resources to develop decision frameworks that can be taken back to plan and investment committees.

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