Cases Questioning Church Plans Petitioned to Supreme Court
Appellate courts have ruled that the pension plans of Advocate Health Care and St. Peter's Healthcare System are not “church...
Tag: 403(b)
(b)lines Ask the Experts – Can Governmental 403(b)s Elect to Be ERISA Plans?
A governmental 403(b) plan sponsor attending the non-ERISA 403(b) Update panel at the 2016 PLANSPONSOR National Conference asked a question.
(b)lines Ask the Experts – Is A Financial Audit a Good Idea for a Non-ERISA Plan?
"We are a governmental 403(b) plan sponsor.
(b)lines Ask the Experts – When Is a Loan Considered to Be in Default?
“I noticed that you have written a number of Ask the Experts columns regarding loan defaults, but none of those...
(b)lines Ask the Experts – Delaying RMDs When Switching to Controlled Employer
“I work with the retirement plan of a private university that sponsors an Employee Retirement Income Security Act (ERISA) 403(b)...
Participants Say DC Plans Fall Short in Key Areas
Forty-five percent of participants believe their DC plans will not help them meet their retirement goals, according to a Prudential...
New Church Plan Lawsuit Presents a Different Angle
While other lawsuits question a retirement plan’s “church plan” status, a new suit contends a church plan elected to be...
(b)lines Ask the Experts – Must Participant Loans Be Paid Upon Termination?
“Our recordkeeper insists that the final loan regulations require repayment of the loan upon termination of employment, but I have...
401(k)s 'Not Suitable' Retirement Income Vehicles
Cerulli suggests that 401(k)s can learn from 403(b)s about retirement plan decumulation.
Retirement Industry People Moves
Kravitz opens Atlanta office, and TIAA leader elected to NBOA board.
(b)lines Ask the Experts – Can Plan Sponsors Reduce Fiduciary Liability?
“I am a fiduciary for our ERISA retirement plan. Can I reduce my fiduciary liability or even eliminate it entirely?”
(b)lines Ask the Experts – What to Do with Proxy Statements
“We just received a proxy statement, along with a request for voting, for one of the investments held in our...
Hospital Agrees to $107 Million Settlement in Church Plan Case
The case is one of many that challenge the status of a health care organizations’ pension plan.
(b)lines Ask the Experts – Can Tips for Reviewing SPDs Be Used for Other Plans?
“I recently read your Ask the Experts Column ‘Tips for Reviewing SPDs.’
ERISA 403(b) Plan Costs Down Since 2009
The decrease could be, in part, due to a different composition of plan investments.
Understanding 403(b) Universal Availability Rules
An IRS webcast revealed common universal availability rule errors found by the IRS, and discussed rule provisions, as well as...
(b)lines Ask the Experts – Can Church Plan Employees Contribute More?
“Are there still rules that allow church employees to contribute more than they might normally be able to do under...
IRS Reminds Tax-Exempts to File Form 990
Losing tax-exempt status can affect the ability to offer 403(b) plans.
(b)lines Ask the Experts – Tips for Reviewing SPDs
“We just received a draft summary plan description (SPD) for our retirement plan for review.
IRS to Discuss Sick and Vacation Pay Deferred to 403(b)s
A webcast in June will address issues related to accumulated sick and vacation pay deferred to 403(b)s and 457(b)s.