(b)lines Ask the Experts – Coordinating Loans with Other Plans
October 20, 2009 (PLANSPONSOR (b)lines) - A sponsor of an ERISA 403(b) plan and a 401(k) plan, both of which permit loans, but limits participants to one loan...
Ask the Experts
(b)lines Ask the Experts – Distributions for Retired Public Safety Officers
September 22, 2009 (PLANSPONSOR (b)lines) - Under Code section 402(l), a governmental 403(b) plan may directly pay up to $3,000 per year for health or long-term care insurance...
(b)lines Ask the Experts – Single Vendor Intentions Gone Wrong
July 14, 2009 (PLANSPONSOR (b)lines) - Prior to 2009, an organization which serves as an umbrella organization for a group of 403(b)-eligible entities provided a multi-vendor 403(b) plan...
(b)lines Ask the Experts – Differences for Church Plans
July 7, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "What differences are there for church 403(b) plans as contrasted with other types of 403(b) plans?"