Ask the Experts

Ask the Experts | September 2nd, 2014

(b)lines Ask the Experts – Different Investment Policies for DB and DC Plans

September 2, 2014 (PLANSPONSOR (b)lines) – “I serve as chair of the investment committee for a large health care entity, and we oversee the defined benefit (DB) pension...

Ask the Experts | August 26th, 2014

(b)lines Ask the Experts – Eliminating the Minimum Deferral Requirement

August 26, 2014 (PLANSPONSOR (b)lines) – “I noticed in our 403(b) plan document that there is a minimum annual deferral requirement of $200. Is this required under the...

Ask the Experts | August 12th, 2014

(b)lines Ask the Experts – Suggested Reading for New Plan Sponsor Employee

August 12, 2014 (PLANSPONSOR (b)lines) – “I was just hired by the benefits department of a large university to work on retirement plan issues.

Ask the Experts | August 5th, 2014

(b)lines Ask the Experts – Managing Form 5500 Filing for Multiple Plans

August 5, 2014 (PLANSPONSOR (b)lines) – “I work for a large nonprofit hospital, and through a series of acquisitions we have ended up administrating a variety of 401(a),...

Ask the Experts | July 29th, 2014

(b)lines Ask the Experts – Preparing for an IRS Audit

July 29, 2014 (PLANSPONSOR (b)lines) – “Though our 403(b) plan has never been audited by the Internal Revenue Service (IRS), I want to make certain we are troubleshooting...

SPONSORED MESSAGE — SCROLL FOR MORE CONTENT

Ask the Experts | July 22nd, 2014

(b)lines Ask the Experts – Employer Contribution Limits for 403(b)s and 457(b)s

July 22, 2014 (PLANSPONSOR (b)lines) – “I realize that there are separate 402(g) elective deferral limits for 457(b) and 403(b) plans, but what about for employer contributions?

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...

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...

1 … 27 28 29 30 31 … 39

Most Read

Compliance
Six Employers Accuse UnitedHealth of Breaching Fiduciary Duty
Benefits
Auto-Features: Are Plans Measuring Up to the SECURE 2.0 Industry Standard?
Benefits
PLANSPONSOR Roadmap: From Consideration to Action—Or Inaction
Research
Vanguard: Flexible Distribution Features Help Keep Retirees’ Assets in Plans
Compliance
DOL Announces Final PBM Fee Disclosure Rule

Upcoming Events

Upcoming Events

PLANSPONSOR Roadmap 2026 Livestream Series: Retirement Income

Implementing a retirement income solution in a defined contribution plan is not a product decision, but a governance decision with long-term implications. Join PLANSPONSOR's Retirement Income livestream series to get practical guidance and learn about resources to develop decision frameworks that can be taken back to plan and investment committees.

see more events