(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...
Tag: 403(b)
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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...
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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 |
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...
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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)...
(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...
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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...
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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...
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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...
(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...
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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...
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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 |
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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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...
Opinions |
Simplifying Plan Administration: A Concise Guide to Meeting Fiduciary and Compliance Responsibilities
April 27, 2010 (PLANSPONSOR...
(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...
(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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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...
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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...
(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...