(b)lines Ask the Experts – ETFs in a 403(b) Plan
"Are exchange-traded funds (ETFs) permissible investments in a 403(b) plan?"
Tag: 403(b)
Benefits |
Fiduciary and Audit Requirements Still Hazy for 403(b) Sponsors
February 1, 2010 (PLANSPONSOR.com) - Although the new regulations governing 403(b) plans are already in effect, many plan sponsors admit...
Court Allows Annuity Contracts Beneficiary Switch
January 29, 2010 (PLANSPONSOR.com)–A federal judge in Pennsylvania has ruled that a participant in TIAA-CREF annuity contracts met the requirements...
Products |
VALIC Selected as 403(b) Provider by University of Alabama System
January 26, 2010 (PLANSPONSOR.com) - VALIC has been selected by the University of Alabama System (UAS) as a 403(b) plan...
(b)lines Ask the Experts – Waiver of Participation in a 401(a) Plan
January 26, 2010 (PLANSPONSOR (b)lines) – A county government employee does not want to participate in the county's money purchase...
Products |
US Retirement Partners Adds Specialized Plan Provider to 403(b) Network
January 25, 2010 (PLANSPONSOR.com) – U.S. Retirement Partners has acquired a specialized plan firm in Florida for its national network...
Products |
SPARK Releases Form 5500 Guidelines for 403(b)s
January 19, 2010 (PLANSPONSOR.com) - The SPARK Institute has released the final version of its guidelines on Form 5500 Aggregation...
Benefits |
Teachers Sue VALIC over 403(b) Investments
January 19, 2010 (PLANSPONSOR.com) – Two teachers have filed a lawsuit against VALIC, claiming the firm misled them about purchasing...
(b)lines Ask the Experts – We Want Our 403(b) Back
January 19, 2010 (PLANSPONSOR (b)lines) – A tax-exempt organization terminated its deferral-only 403(b) plan in 2008 and started a new...
Benefits |
Iowa School District Succumbs to Staff Pressure to Keep 403(b)
January 13, 2010 (PLANSPONSOR.com) - WACO Community Schools of Wayland, Iowa, will continue offering the state’s 403(b) retirement plan to...
Benefits |
Publisher for Evangelical Lutheran Church to Offer only 403(b)
January 12, 2010 (PLANSPONSOR.com) - Augsburg Fortress, the publishing ministry of the Evangelical Lutheran Church in America (ELCA) is terminating...
Products |
IRS 403(b) Expert Joins VALIC
January 12, 2010 (PLANSPONSOR.com) - VALIC has hired Robert J. "Bob" Architect, formerly Senior Tax Law Specialist and 403(b) guidance...
(b)lines Ask the Experts – Are Trusts Required for 403(b)s?
January 12, 2010 (PLANSPONSOR (b)lines) – A plan adviser asks: “Aren’t trusts required for 403(b) plans as they are for...
Diversified Names 403(b) Market Leader
January 4, 2010 (PLANSPONSOR.com) - Diversified Investment Advisors, Inc. has announced that Brodie Wood has been promoted to vice president...
(b)lines Ask the Experts – Replacing a 403(b) with a 401(k)
A plan adviser asks what are the rules, pros and cons of starting up a new 401(k) and freezing 403(b)...
Opinions |
Rules that Could Adversely Affect Non-discrimination Testing
A Mercer news release warns that non-profit plan sponsors affected by the IRS’ adoption of new controlled-group rules or repeal...
Products |
Technology Provider Releases Common Remitter Solution
December 22, 2009 (PLANSPONSOR.com) - PlanServe Data Systems has released a new technology platform for supporting common remittance, compliance, and...
Benefits |
403(b) Participants Who Held Steady Enjoyed Account Growth
December 22, 2009 (PLANSPONSOR.com) – Participants in GuideStone’s 403(b) plans saw an average 40%-boost in their account balances between March...
Products |
SPARK Seeks Comments on Form 5500 Data Guidelines for 403(b)s
December 16, 2009 (PLANSPONSOR.com) - The SPARK Institute has released a draft of new guidelines for ERISA-covered 403(b) plans that,...
Products |
New White Paper Helps 403(b) Sponsors with Fiduciary Roles
December 15, 2009 (PLANSPONSOR.com) - Diversified Investment Advisors, Inc. has released a white paper on 403(b) plan compliance with Employee...