Compliance | April 15th, 2008 (b)lines Ask the Expert – ERISA Exemption April 15, 2008 ((b)lines) - An adviser has some charter school clients that have been utilizing the DoL safe harbor...
Products | April 14th, 2008 Standard Gets Nebraska 403(b) Nod April 14, 2008 (PLANSPONSOR.com) - National Insurance Services (NIS), working in cooperation with the Nebraska Council of School Administrators (NCSA)...
Products | April 10th, 2008 Principal Touts New Tool for 403b Plans April 9, 2008 (PLANSPONSOR.com) - The Principal Financial Group is rolling out a new tool that walks nonprofit employers and...
Compliance | April 10th, 2008 403(b) Summit: "Architect" of IRS 403(b) Regs Says Limited Formal Guidance Coming April 10, 2008 (PLANSPONSOR.com) - Amelia Island, FL - Those waiting for additional guidance from the IRS dealing with 403(b)...
Benefits | April 7th, 2008 SPARK Seeks Comments on 403(b) Information Sharing Agreement April 7, 2008 (PLANSPONSOR.com) - The SPARK Institute has released for public review and comment a draft sample Information Sharing...
Products | April 7th, 2008 McKay Hochman Unveils 403(b) Plan Documents April 7, 2008 (PLANSPONSOR.com) - McKay Hochman Co., has announced the availability of updated 403(b) plan documents.
Benefits | April 4th, 2008 SPARK Issues Proposed Best Practices for 403(b) Info Sharing April 4, 2008 (PLANSPONSOR.com) - The SPARK Institute has released for public review and comment the first of two proposals...
Compliance | April 1st, 2008 The §403(b) Written Plan Requirements – Can they be Satisfied with Existing Documents? April 1, 2008 ((b)lines) - In July 2007, the IRS issued final regulations on tax-sheltered annuity plans under IRC §403(b)...
Compliance | April 1st, 2008 Ask the Expert – Discontinued 403(b) Plan Contracts April 15, 2008 ((b)lines) - A 403(b) plan sponsor says there seems to be one question about vendor consolidation that...
Benefits | March 24th, 2008 SPARK Asks IRS for 403(b) Prototype Plan Program March 24, 2008 (PLANSPONSOR.com) - The SPARK Institute has submitted a formal request to the IRS for a "Pre-Approved 403(b)...
Compliance | March 19th, 2008 SPARK Institute Wants Extension on 403(b) Regs Compliance March 19, 2008 (PLANSPONSOR.com) - The SPARK Institute has filed a 13-page comment letter with the Internal Revenue Service (IRS)...
Compliance | March 18th, 2008 (b)lines Series: 403(b) Final Regulations – Plan and Contract Terms March 18, 2008 ((b)lines) - Final 403(b) regulations issued by the Internal Revenue Service require that all 403(b) programs have...
Compliance | March 18th, 2008 Ask the Expert – Your Questions on 403(b)s Answered 03/18 March 18, 2008 ((b)lines) - An adviser has some charter school clients that have been utilizing the DoL safe harbor...
Benefits | March 14th, 2008 SPARK Calls for Provider/Sponsor Input on 403(b) Issues March 14, 2008 (PLANSPONSOR.com) - The SPARK Institute has scheduled a "403(b) Plans Data Sharing Technology Summit" for Wednesday, March...
Benefits | March 14th, 2008 ING Lays out Action Plan for Implementing 403(b) Regs March 14, 2008 (PLANSPONSOR.com) - In a Web cast on Friday, ING discussed the impact of the 403(b) regulations and...
Products | March 10th, 2008 ING Releases 403(b) Plan Documents March 10, 2008 (PLANSPONSOR.com) - ING has announced it is making available 403(b) plan documents public schools can adopt to...
Products | March 6th, 2008 403(b) Plan Documents Available From ftwilliam.com March 6, 2008 (PLANSPONSOR.com) - Plan document provider ftwilliam.com has released two new 403(b) plan documents, updated with the 2007...
Compliance | March 4th, 2008 (b)lines Series: 403(b) Final Regulations – Transfers and Exchanges March 4, 2008 ((b)lines) - The new 403(b) regulations concerning plan transfers and contract exchanges both expand permissible transactions for...
Benefits | February 26th, 2008 403(b) Sponsors Want Help in Complying with New Regs February 26, 2008 (PLANSPONSOR.com) - A new study from the Spectrem Group found 77% of 403(b) plan sponsors say it...
Benefits | February 25th, 2008 FL Associations Unveil Model 403(b) Plan February 25, 2008 (PLANSPONSOR.com) - A coalition of Florida's K-12 education associations announced the development of a 403(b) Model Plan...