Opinions |
Simplifying Plan Administration: A Concise Guide to Meeting Fiduciary and Compliance Responsibilities
April 27, 2010 (PLANSPONSOR...
Tag: 403(b)
(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 |
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...
(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...
Products |
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...
(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 |
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 |
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 |
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 |
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...
(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 |
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...
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 |
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...
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 |
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...
(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...
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 |
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...
TIAA Traditional Annuity not Exempt from Reporting
March 16, 2010 (PLANSPONSOR.com) – The U.S. Department of Labor has issued an Advisory Opinion saying the Traditional Annuity offered...