(b)lines Ask the Experts – Will Deferral Limits Rise for 2017?
“I’ve already read some estimates that the current 402(g) limit on retirement plan elective deferrals will rise $500 in 2017,...
Tag: 403(b)
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Transamerica Launches Higher Education Multiple Employer 403(b) Plan
The plan helps private colleges and universities simplify plan administration, manage fiduciary responsibilities, take advantage of expert plan management, and...
(b)lines Ask the Experts – Are SPDs Needed for 457(b) Plans?
“I work for a large museum that sponsors multiple retirement plans.
NAGDCA Discusses Fiduciary Responsibilities for Government DC Plans
A brochure includes a checklist for government DC plan sponsors.
(b)lines Ask the Experts – Coverage Amount for Fiduciary Liability Insurance
“I know from a prior Ask the Experts column about the difference between a Fidelity Bond and Fiduciary liability coverage,...
Higher Education Institutions Generous With Retirement Contributions
A study conducted by Sibson Consulting reports the most recent retirement plan trends in public and private higher education institutions.
(b)lines Ask the Experts – What Is a Tiered Investment Lineup?
“The recordkeeper for our Employee Retirement Income Security Act (ERISA) 403(b) plan recommended that we switch to a tiered approach...
(b)lines Ask the Experts – Excluding Temporary Employees
“I work with a 501(c)(3) tax-exempt that sponsors a 403(b) plan. The entity employs a large number of temporary workers...
Law Firm Files Four More Lawsuits Against University 403(b) Plans
This is the second lawsuit filed against Columbia University this week.
403(b) Plan Sponsors Focusing More on Outcomes
PSCA's survey found a 24% increase from last year in sponsors measuring their participants’ ability to meet retirement income goals.
What the 403(b) Excessive Fee Lawsuits Do Not Consider
Attorneys point out distinctions between 403(b)s and 401(k)s, and lessons 403(b) plan sponsors can learn from recent lawsuits.
Columbia University Target of ERISA Excessive Fee Suit
The lawsuit claims the university’s 403(b) plans’ investment options were imprudent and expensive.
(b)lines Ask the Experts – Beneficiary Rules for Non-ERISA Church Plans
“We are a denominational church plan that has not elected to be covered by the Employee Retirement Income Security Act...
More University 403(b) Plans Targeted in Excessive Fee Suits
The complaints are nearly identical, with a few exceptions.
Duke University Employees Sue Over 403(b) Plan
The suit calls out the traditional 403(b) plan model of offering multiple funds, including individual annuities, and using multiple recordkeepers.
(b)lines Ask the Experts – Are Governmental Plans Free From ERISA-Like Regulations?
“I was surprised to learn in your recent Ask the Experts column that governmental plans are always exempt from the...
Court Enforces 401(a) Plan’s Mandatory Arbitration Provision
The spouse of a deceased participant in the plan argued that the provision’s requirement that she share the cost of...
Trinity Health Settles Church Plan Lawsuit
The health system will pay millions to its plans and former participants and agreed to keep the plan sufficiently funded.
9th Circuit Weighs In on Dignity Health’s Church Plan Status
The appellate court agreed with a lower court that the health provider’s pension plan did not fit the definition of...
Even 403(b)s With Multiple Providers Can Improve Plans
Aside from provider consolidation, Rocaton Investment Advisors suggests steps 403(b) plan sponsors can take to improve participant outcomes.