Tag: 403(b)

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...

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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...

Compliance | March 16th, 2010

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...

Products | March 16th, 2010

TIAA-CREF Gives Web Site a Makeover

March 16, 2010 (PLANSPONSOR.com) – TIAA-CREF.org has new features the firm said will enable clients access its offerings more conveniently.

Benefits | March 9th, 2010

Helping 501(c)(3) Organizations Design a Winning Plan

March 9, 2020 (PLANSPONSOR.com) - In the first of PLANSPONSOR's 403(b) Webcast Series, Linda Segal Blinn, Vice President, Technical Services,...

Ask the Experts | March 9th, 2010

(b)lines Ask the Experts – Where's the Fees?

(PLANSPONSOR (b)lines ) - A 403(b) plan sponsor says: "I keep hearing about all of these fees investment providers charge,...

Products | March 9th, 2010

AICPA Answers Questions on 403(b) Plan Audits

March 9, 2010 (PLANSPONSOR.com) – The American Institute of Certified Public Accountants (AICPA) has issued guidance addressing the impact of...

Products | March 8th, 2010

AZ State Retirement System Selects TIAA-CREF for 403(b), 457

March 8, 2010 (PLANSPONSOR.com) - TIAA-CREF announced it has been selected by the Arizona State Retirement System (ASRS) as the...

Products | March 8th, 2010

EMA Announces 403(b) Offering Registration with CalSTRS

March 8, 2010 (PLANSPONSOR.com) - Efficient Market Advisors, LLC has announced that its Efficient 403b solution is registered with 403bCompare.com,...

Opinions | March 2nd, 2010

Group vs. Individual – Understanding a Critical Distinction in 403(b) Contracts

(PLANSPONSOR (b)lines) - What is the difference between a group contract and an individual contract, and why should you care?

Products | February 25th, 2010

IL Pension Adminstrator Offers 403(b) Solution for School Districts

February 25, 2010 (PLANSPONSOR.com) - The Illinois Public Pension Fund Association (IPPFA) has announced the creation of a solution for...

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