Social Security Fears Drive Early Benefit Claims
Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.
Tag: 457
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New TPA to Focus on 403(b), 457 Education & Service
The TPA will give sponsors a platform where they can centralize these functions.
Non-Profit and Governmental Plan Sponsors Wanted for IRS Committee
The Internal Revenue Service is seeking applications for vacancies on the Advisory Committee on Tax Exempt and Government Entities.
(b)lines Ask the Experts – Which Rules for 457(b)s Must Church Plans Follow?
“I read with great interest a recent Ask the Experts column in which you discussed the differences between governmental 457(b)...
(b)lines Ask the Experts – Differences in 457(b) Plans for Different Entities
“What are the primary differences between a 457(b) plan of a private tax-exempt organization and a governmental 457(b) plan?”
TIAA Observes More Demand for Advice from Participants
Now that the online tools are available, approximately 10% of plan participants are receiving some form of advice from TIAA...
(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...
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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 – 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)...
(b)lines Ask the Experts – Can Unused Vacation/Sick Time Be Deferred to 457 Plans?
“I have a retiring employee who is eligible to receive a significant cash payout of unused sick/vacation time shortly after...
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New Adviser Firm Serves University Employees
The company will help individuals with their 403(b), 401(a) and/or 457(b) plans.
Retirement Plan Deferral Limit Unchanged for 2017
Other limits also remained unchanged according to an IRS Notice, but the annual 415 limit increased.
IRS Relaxes Loan and Hardship Procedures for Hurricane Matthew Victims
A retirement plan can allow a victim of Hurricane Matthew to take a hardship distribution or borrow up to the...
(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.
A Public Plan Sponsor Gives Employees View of Retirement
A virtual retirement tour helped get more employees enrolled in their 457 plan and employees more engaged in their retirement...
(b)lines Ask the Experts – 457(f) Plans and Proposed Regulations
“Our 403(b) plan recordkeeper informed us that the Internal Revenue Service (IRS) recently released proposed regulations regarding 457(f) plans.”
(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.
IRS Proposes Deferred Compensation Plan Tax Regulations
As proposed, the regulations would impact the tax burdens of participants and beneficiaries of deferred compensation plans of state and...
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...