Ask the Experts

Ask the Experts | July 15th, 2014

(b)lines Ask the Experts – Retirement Plan Contributions from Disability Plan

July 15, 2014 (PLANSPONSOR (b)lines) – “I recently started working at a University and noticed that our disability carrier has been making contributions to our retirement plan on...

Ask the Experts | July 1st, 2014

(b)lines Ask the Experts – Deferral Amount Requirement for 403(b) Participation

July 1, 2014 (PLANSPONSOR (b)lines) – “I realize the Experts addressed the issue of 403(b) participants who must be counted for Form 5500 purposes in a previous Ask...

Ask the Experts | June 17th, 2014

(b)lines Ask the Experts – ERISA-Like Practices for non-ERISA 403(b)s

June 17, 2014 (PLANSPONSOR (b)lines) – “Do the Experts think Public K-12 school districts and other 403(b) plan sponsors that are not subject to ERISA could benefit from...

Ask the Experts | June 9th, 2014

(b)lines Ask the Experts – Determining Reasonableness of Fees

June 10, 2014 (PLANSPONSOR (b)lines) – “Thanks to the new service provider and fee disclosure requirements, I have a much clearer picture of the fees paid by our...

Ask the Experts | May 27th, 2014

(b)lines Ask the Experts – Guidelines for Asking the Experts Questions

May 27, 2014 (PLANSPONSOR (b)lines) – “I recently sent a question to Ask the Experts, but it wasn’t used for the column. Can you explain why the Experts...

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Ask the Experts | May 20th, 2014

(b)lines Ask the Experts – IRS Relief for Late Form 5500s

May 20, 2014 (PLANSPONSOR (b)lines) – “I read a recent article in (b)lines which indicated the Internal Revenue Service (IRS) is waiving its penalties for filing late 5500...

Ask the Experts | May 13th, 2014

(b)lines Ask the Experts – EPCRS Corrections Available for 457 Top-Hat Plans

May 13, 2014 (PLANSPONSOR (b)lines) – “We are a 501(c)(3) private tax-exempt employer that sponsors a 457(b) top-hat plan for select management or highly compensated employees.

Ask the Experts | May 6th, 2014

(b)lines Ask the Experts – Covering More Than All Bases for Notices

May 6, 2014 (PLANSPONSOR (b)lines) – “We have a complex payroll structure with a number of included/excluded groups of employees.

Ask the Experts | April 29th, 2014

(b)lines Ask the Experts – Same-Gender Marriage Rules and non-ERISA Plans

April 29, 2014 (PLANSPONSOR (b)lines) – “I work with a public school district and our 403(b) plan is not subject to ERISA. Is there any impact on the...

Ask the Experts | April 22nd, 2014

(b)lines Ask the Experts – Failure to Amend Plan Document

April 22, 2014 (PLANSPONSOR (b)lines) – “I read with great interest last week’s Q&A regarding the corrective procedure for failing to adopt a written 403(b) plan.

Ask the Experts | April 14th, 2014

(b)lines Ask the Experts – Correction for Failure to Adopt a Plan Document

April 15, 2014 (PLANSPONSOR (b)lines) – “I am working with a plan sponsor that thought it had executed a 403(b) plan document back in 2008, but all that...

Ask the Experts | April 8th, 2014

(b)lines Ask the Experts – Delay of Pre-Approved Plan Documents

April 8, 2014 (PLANSPONSOR (b)lines) – “Are we expecting vendor-provided 403(b) prototype documents anytime soon? I seem to recall from a prior Ask the Experts article that the...

Ask the Experts | April 1st, 2014

(b)lines Ask the Experts – Differences in RMDs for 403(b) Plans

April 1, 2014 (PLANSPONSOR (b)lines) – “I have traditionally worked with 401(k) plans, but my new employer sponsors a 403(b) plan.

Ask the Experts | March 25th, 2014

(b)lines Ask the Experts – DOL’s New Fee Disclosure Proposal

March 25, 2014 (PLANSPONSOR (b)lines) – “Just heard the Department of Labor has updated its fee disclosure requirements. Is there any immediate action I need to take as...

Ask the Experts | March 18th, 2014

(b)lines Ask the Experts – Correcting 457 Plan “Unforeseeable Emergency” Distribution

March 18, 2014 (PLANSPONSOR (b)lines) – “We sponsor both a 403(b) plan and a 457(b) ‘top-hat’ deferred compensation plan for select management/highly compensated employees.

Ask the Experts | March 11th, 2014

(b)lines Ask the Experts – Plan Participation by Related LLCs

March 11, 2014 (PLANSPONSOR (b)lines) – “Our college, a tax exempt 501(c)(3) organization, maintains a separate offsite center in Washington, D.C. to allow our students to experience a...

Ask the Experts | March 4th, 2014

(b)lines Ask the Experts – Which States Have Fiduciary Laws for 403(b)s?

March 4, 2014 (PLANSPONSOR (b)lines) – “I realize that fiduciary responsibility is quite clear in 403(b) plans that are subject to the Employee Retirement Income Security Act (ERISA).

Ask the Experts | February 25th, 2014

(b)lines Ask the Experts – Incentivizing 403(b) Participants to Retire

February 25, 2014 (PLANSPONSOR (b)lines) – “Our university is attempting to put together a faculty retirement incentive plan.

Ask the Experts | February 18th, 2014

(b)lines Ask the Experts – Catching Up on Limits, Testing and Form 5500

February 18, 2014 (PLANSPONSOR (b)lines) – “Yet another snow day for me with a cancelled meeting, so I have some time to think about what I need to...

Ask the Experts | February 11th, 2014

(b)lines Ask the Experts – Allocating Investment Fund Settlement Checks

February 11, 2014 (PLANSPONSOR (b)lines) – “Our plan recently received a Securities and Exchange Commission (SEC) settlement check for approximately $500.00 related to market-timing that occurred in one...

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