(b)lines Ask the Experts – Universal Availability and Excluding Compensation
August 3, 2010 (PLANSPONSOR (b)lines) – A reader asks: “Does the Universal Availability requirement mean that the plan document cannot...
Tag: 403(b)
Opinions |
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 |
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 |
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 |
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 |
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 |
PSNC Talking Points
August 1, 2010 (PLANSPONSOR.com) – Even the most diligent registrant at the recent PLANSPONSOR National Conference (PSNC)...
Opinions |
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...
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 |
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 |
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...
(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 |
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 |
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 |
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...
(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 |
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...
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...
(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 |
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...