Tag: 403(b)

Benefits | May 11th, 2010

Recession no Hindrance to 403(b) Transformation

May 11, 2010 (PLANSPONSOR.com) – Despite having to comply with a new set of regulations during one of the worst...

Opinions | April 27th, 2010

Simplifying Plan Administration: A Concise Guide to Meeting Fiduciary and Compliance Responsibilities

April 27, 2010 (PLANSPONSOR...

Ask the Experts | April 27th, 2010

(b)lines Ask the Experts – Who Counts as a Participant

April 27, 2010 (PLANSPONSOR (b)lines) – “Who should I be counting as a participant for the new requirement that large...

Benefits | April 27th, 2010

New York Life Revived as Delaware 403(b) Vendor

April 27, 2010 (PLANSPONSOR.com) - A decision to partly revive New York Life's status as a 403(b) vendor will help...

Ask the Experts | April 20th, 2010

(b)lines Ask the Experts – $5,000 Cash Out Rule and Individual Contracts

April 20, 2010 (PLANSPONSOR (b)lines) – A plan provider asks: “When a plan is funded by individual contracts, can a...

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Products | April 19th, 2010

TIAA-CREF Helps 403(b) Sponsors Understand Their Fiduciary Roles

April 19, 2010 (PLANSPONSOR.com) - A new whitepaper by TIAA-CREF highlights steps 403(b) plan sponsors can take to uphold their...

Ask the Experts | April 13th, 2010

(b)lines Ask the Experts – Distribution Restrictions Following Exchanges

April 13, 2010 (PLANSPONSOR (b)lines) – A plan provider says: “A 403(b)(7) plan has employer matching and employer non-elective contributions...

Benefits | April 13th, 2010

Purdue Reduces Retirement Contribution

April 13, 2010 (PLANSPONSOR.com) – Under a plan approved last week, Purdue University will reduce its retirement plan contribution and force...

Opinions | April 13th, 2010

403(b) Webcast Series – What Retirement Reform Means for Your 403(b) Program

April 13, 2010 (PLANSPONSOR.com) – Doug Fisher, Senior Vice President, Policy Development, Fidelity, says many of the policy issues, especially...

Opinions | April 13th, 2010

What do the 403(b) Regulations Really Require? – Part II

April 13, 2010 (PLANSPONSOR (b)lines) – In Part I we discussed questions plan sponsors were left asking after passage of...

Benefits | April 13th, 2010

Dartmouth Contemplates Retirement Contribution Reductions

April 13, 2010 (PLANSPONSOR.com) - Dartmouth College employees may soon receive cuts to their health and retirement benefit plans as...

Ask the Experts | April 6th, 2010

(b)lines Ask the Experts – Special Tax Rules for Clergy

April 6, 2010 (PLANSPONSOR (b)lines) – A plan provider says: "If a minister who is 59 ½ (and is in...

Benefits | April 6th, 2010

403(b) Plan Design: Creating Opportunities for Participants

April 6, 2010 (PLANSPONSOR (b)lines) – In a recent Webcast, Bob Architect, Vice President, Compliance and Market Strategy, VALIC, discussed...

Reader Responses | April 1st, 2010

SURVEY SAYS: When Did You Last Look at Your Account?

April 1, 2010 (PLANSPONSOR.com) - Well, today is the first day of a new quarter, as we bring...

Opinions | March 30th, 2010

What Do the 403(b) Regulations Really Require? – Part I

March 30, 2010 (PLANSPONSOR.com) - Soon after publication of the final 403(b) regulations in 2007, as the marketplace sorted out...

Compliance | March 30th, 2010

ASPPA Asks for Relief for Plans Falling out of ERISA Safe Harbor

March 30, 2010 (PLANSPONSOR.com) – The American Society for Pension Professionals and Actuaries has requested transitional relief for 501(c)(3) organizations...

Products | March 24th, 2010

MetLife Offers Form 5500 Services to 403(b)s

March 24, 2010 (PLANSPONSOR.com) - MetLife Resources, a division of MetLife, has made available IRS Form 5500 filing services to...

Ask the Experts | March 23rd, 2010

(b)lines Ask the Experts – Can Existing 403(b) Balances be Converted to a Roth 403(b)?

March 23, 2010 (PLANSPONSOR (b)lines) – A plan sponsor says: "One of my employees has indicated that recently passed legislation...

Compliance | March 16th, 2010

Senate Passes Bill to Expand 401(k) Roth Access, But…

March 16, 2010 (PLANSPONSOR.com) - A legislative amendment could make it easier for participants to do a Roth...

Opinions | March 16th, 2010

K-12 403(b) Plans: Fiduciary Obligations, Fiduciary Responsibilities

March 16, 2010 (PLANSPONSOR (b)lines) – Following the adoption of the final 403(b) regulations that clarify the status of the...

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