August 21st, 2017
The Internal Revenue Service is seeking applications for vacancies on the Advisory Committee on Tax Exempt and Government Entities.
May 30th, 2017
I read with great interest a recent Ask the Experts column in which you discussed the differences between governmental 457(b) plans and those sponsored by private tax-exempt entities.
May 16th, 2017
“What are the primary differences between a 457(b) plan of a private tax-exempt organization and a governmental 457(b) plan?”
May 1st, 2017
Now that the online tools are available, approximately 10% of plan participants are receiving some form of advice from TIAA each year, a four-fold increase relative to an earlier period.
April 11th, 2017
We are a private tax-exempt health care organization that sponsors a 403(b) plan. One of our new physicians used to work for the state, and has a 457(b) plan balance. Can this physician roll her 457(b) balance into the 403(b) plan?”
April 6th, 2017
The solution is an open architecture investment program with intuitive technology that allows for ease of set-up and ongoing management for plan sponsors and participants.
March 14th, 2017
“I recently started working with a religious entity that sponsors a 457(b) plan. I thought that churches couldn’t sponsor 457(b) plans? Am I incorrect?”
December 6th, 2016
“I have a retiring employee who is eligible to receive a significant cash payout of unused sick/vacation time shortly after she retires.
November 3rd, 2016
The company will help individuals with their 403(b), 401(a) and/or 457(b) plans.
October 27th, 2016
Other limits also remained unchanged according to an IRS Notice, but the annual 415 limit increased.
October 24th, 2016
A retirement plan can allow a victim of Hurricane Matthew to take a hardship distribution or borrow up to the specified statutory limits from the victim’s retirement plan, or allow a person who lives outside the disaster area to take a loan or hardship distribution to assist a family member who was a victim.
September 13th, 2016
I work for a large museum that sponsors multiple retirement plans.
September 7th, 2016
A brochure includes a checklist for government DC plan sponsors.
August 31st, 2016
A virtual retirement tour helped get more employees enrolled in their 457 plan and employees more engaged in their retirement savings.
August 2nd, 2016
“Our 403(b) plan recordkeeper informed us that the Internal Revenue Service (IRS) recently released proposed regulations regarding 457(f) plans.”
July 18th, 2016
A governmental 403(b) and 457(b) plan sponsor attending the non-ERISA 403(b) Update panel at the 2016 PLANSPONSOR National Conference asked a question.
June 23rd, 2016
As proposed, the regulations would impact the tax burdens of participants and beneficiaries of deferred compensation plans of state and local governments, as well as other tax-exempt entities.
Data and Research
June 22nd, 2016
Forty-five percent of participants believe their DC plans will not help them meet their retirement goals, according to a Prudential Retirement survey.
May 5th, 2016
A webcast in June will address issues related to accumulated sick and vacation pay deferred to 403(b)s and 457(b)s.
Data and Research
April 26th, 2016
Total not-for-profit/governmental DC plan assets are expected to grow at a compound annual growth rate (CAGR) of 7%, according to Cerulli Associates.