(b)lines Ask the Experts – Rolling From a Governmental 457(b) to a 403(b)
“We are a private tax-exempt health care organization that sponsors a 403(b) plan. One of our new physicians used to...
Tag: 403(b)
DATAIR Gets Approval of 403(b) Pre-Approved Plan
The document can help plan sponsors ensure their 403(b) plan is compliant with IRS requirements in absence of the Determination...
Products |
AXA Offers New Solution for DC Marketplace
The solution is an open architecture investment program with intuitive technology that allows for ease of set-up and ongoing management...
(b)lines Ask the Experts – What Are 410(b) and 401(a)(4) Tests?
“We recently established an ERISA 403(b) plan with both a base (discretionary) and a matching contribution at a newly created...
High Court Hears Oral Arguments in Church Plan Cases
The bulk of the oral arguments focused on the definition of a church plan set forth in Section 3(33) of...
Many Higher Education Faculty Feel Like Novice Investors
For faculty, when it comes to grading their own financial literacy—from budgeting to investing—this group of educators admit they’d give...
(b)lines Ask the Experts – When to Expect 403(b) Pre-Approved Plans
“I’ve been reading about the remedial amendment period for 403(b) plan documents. Does this mean that pre-approved 403(b) plans will...
ERISA Legality Claims Need Not Be Administratively Exhausted
An appellate court found 403(b) plan participants were questioning the legality of a plan amendment, which it said is for...
(b)lines Ask the Experts – Can Church 401(k) Plans Be Merged With 403(b) Plans?
“I read your Ask the Experts column regarding 403(a) plan mergers and you made brief mention of the fact that...
(b)lines Ask the Experts – Can Churches Sponsor 457 Plans?
“I recently started working with a religious entity that sponsors a 457(b) plan. I thought that churches couldn’t sponsor 457(b)...
ERISA Prohibited Transaction Challenge Against TIAA Dismissed
Based on the facts alleged in an amended complaint, the court “concludes that TIAA is not a fiduciary of the...
Connecticut Bill Targets 403(b) Provider Conflicts
A new bill is aimed at implementing a state-based rulemaking process that will require any person who enters into a...
(b)lines Ask the Experts – What If the Last Day of the Plan Year Falls on a...
“We are a 501(c)(3) organization that encountered a year-end retirement plan issue that is new to us; hopefully it is...
(b)lines Ask the Experts – Rolling from a 403(b) Plan to a 401(a) Plan
“We are a large controlled group with some entities eligible to sponsor a 403(b) plan, and some not.
Opinions |
Keeping All Options Available for Higher Education Retirees
Choice and annuities are critical components of retirement plans for higher education employees, argues Larry Edward Penley, Ph.D., president of...
(b)lines Ask the Experts – What Is ‘Includible Compensation’?
“I noticed in a recent Ask the Experts column you mentioned a special ‘includible compensation’ definition that was unique to...
(b)lines Ask the Experts – Payroll Versus ACH Deductions for Loan Repayments
“Do the Experts have a preference between payroll deduction or automatic checking account deductions (ACH) for loan repayments?”
TIAA Faces Suit Over 403(b) Plan Participant Loans
Participants' loans were paid from TIAA's general account and the firm kept some of the interest participants paid, which the...
(b)lines Ask the Experts – 3401(a) Definition of Compensation
“Our recordkeeper-provided documents for our 403(b) plan states that we should be using a ‘3401(a)’ definition of compensation.
IRS Releases Updated Form 990-EZ for Tax-Exempts
Tax-exempt entities that do not fill out the form could lose qualified status to sponsor 403(b) plans.