Ask the Experts

Ask the Experts | January 14th, 2014

(b)lines Ask the Experts – Future Adoption of Annuity Contracts and Custodial Accounts

January 14, 2014 (PLANSPONSOR (b)lines) – “Some of our clients plan on keeping their individually designed 403(b) plan documents after the IRS begins approving prototype and volume submitter...

Ask the Experts | January 7th, 2014

(b)lines Ask the Experts – Restricting Loan Use to Financial Hardships

January 7, 2014 (PLANSPONSOR (b)lines) – “Thanks for the Q&A on loan utilization, as it was quite informative.

Ask the Experts | December 31st, 2013

(b)lines Ask the Experts – Resolutions for 403(b) Plan Sponsors

December 31, 2013 (PLANSPONSOR (b)lines) – “Any New Year’s Resolutions from the Experts?”

Ask the Experts | December 24th, 2013

(b)lines Ask the Experts – 2013 “Gifts” from the IRS

December 24, 2013 (PLANSPONSOR (b)lines) – “I seem to recall a reader suggesting a “wish” list to Santa last year in Ask the Experts. Did Santa deliver on...

Ask the Experts | December 17th, 2013

(b)lines Ask the Experts – Reining in Loan Use

December 17, 2013 (PLANSPONSOR (b)lines) – “Our 403(b) plan appears to have a loan utilization problem: Many more loans are taken on our plan than in those of...

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Ask the Experts | December 10th, 2013

(b)lines Ask the Experts – Compliance Deadlines Falling on Weekends

December 10, 2013 (PLANSPONSOR (b)lines) – “The recent deadline for distribution of QDIA Notices, automatic enrollment notices, and safe harbor plan notices was December 1 for calendar year...

Ask the Experts | December 3rd, 2013

(b)lines Ask the Experts – 457 Plan Risk to Participants

December 3, 2013 (PLANSPONSOR (b)lines) – “We are a private tax-exempt entity that sponsors a 457(b) plan for select management or highly compensated employees, in addition to our...

Ask the Experts | November 26th, 2013

(b)lines Ask the Experts – Mandatory Contributions and Universal Availability

November 26, 2013 (PLANSPONSOR (b)lines) – “I hope the Experts can respond to yet another mandatory contribution question!

Ask the Experts | November 19th, 2013

(b)lines Ask the Experts – Questions About Mandatory Contributions

November 19, 2013 (PLANSPONSOR (b)lines) – “Thank you for last week’s information about the difference between automatic enrollment and employee mandatory contributions (see

Ask the Experts | November 12th, 2013

(b)lines Ask the Experts – Mandatory Contributions vs. Automatic Enrollment

November 12, 2013 (PLANSPONSOR (b)lines) – “I hear all of this discussion regarding automatic enrollment, but our 403(b) plan already has a mandatory contribution that is a condition...

Ask the Experts | November 5th, 2013

(b)lines Ask the Experts – Leased Employees and 403(b) Plans

November 5, 2013 (PLANSPONSOR (b)lines) – “From time to time, we lease employees from a staffing organization.

Ask the Experts | October 29th, 2013

(b)lines Ask the Experts – “Tricks” and “Treats” for Nonprofit Plan Sponsors

October 29, 2013 (PLANSPONSOR (b)lines) – “Given the upcoming holiday, do the Experts have any thoughts as to the latest ‘tricks’ and ‘treats’ affecting nonprofit retirement plan sponsors?”

Ask the Experts | October 22nd, 2013

(b)lines Ask the Experts – QDIA Administration in a Multiple Vendor Plan

October 22, 2013 (PLANSPONSOR (b)lines) – “How are the Qualified Default Investment Alternative (‘QDIA”) rules applied in 403(b) plans in which there are multiple vendors?

Ask the Experts | October 15th, 2013

(b)lines Ask the Experts – Why Some Providers Do Not Permit Loans

October 15, 2013 (PLANSPONSOR (b)lines) – “Why is it that some 403(b) providers permit loans from their arrangements, and others do not?”

Ask the Experts | October 8th, 2013

(b)lines Ask the Experts – 415(m) Plans Part II

October 8, 2013 (PLANSPONSOR (b)lines) – “I had never heard of 415(m) plans before.

Ask the Experts | October 1st, 2013

(b)lines Ask the Experts – Avoiding Form 5500 Errors

October 1, 2013 (PLANSPONSOR (b)lines) – “I recently received my “signature-ready” 2012 5500 filing that is due on October 15th, as well as the audited financials and accountant’s...

Ask the Experts | September 23rd, 2013

(b)lines Ask the Experts – What Is a 415(m) Plan?

September 24, 2013 (PLANSPONSOR (b)lines) – “I recently started working for a public university. Apparently one of the plans they maintain is called a “415(m)” plan. I am...

Ask the Experts | September 17th, 2013

(b)lines Ask the Experts – Permitting Loans After a Loan Default

September 17, 2013 (PLANSPONSOR (b)lines) – “Our 403(b) plan vendor has been permitting plan participants to reborrow from the plan after they have already defaulted on a prior...

Ask the Experts | September 10th, 2013

(b)lines Ask the Experts – 403(b) Assets and Medicaid Eligibility

September 10, 2013 (PLANSPONSOR (b)lines) – “A participant in our 403(b) plan came to us with a question regarding Medicaid eligibility and whether her 403(b) plan assets counted...

Ask the Experts | September 3rd, 2013

(b)lines Ask the Experts – Responding to 457 Plan Questionnaire

September 3, 2013 (PLANSPONSOR (b)lines) – “I recently received an IRS questionnaire addressing the 457(b) plan that we sponsor for select management and highly compensated employees as a...

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