December 13, 2011 (PLANSPONSOR (b)lines) – "My father passed away in 2011, and I am the beneficiary of his 403(b) account.He had begun receiving age 70 ½...
December 5, 2011 (PLANSPONSOR (b)lines) – “In this the holiday season, I was thinking about the holidays during the year that would essentially provide me with a one-day...
November 29, 2011 (PLANSPONSOR (b)lines) – “We maintain an ERISA-covered 403(b) plan.Our bi-weekly payroll cycle is scheduled to end on Friday, December 23, 2011.
November 22, 2011 (PLANSPONSOR (b)lines) – “I understand that if a 501(c)(3) organization that sponsors a 403(b) plan is no longer a tax exempt entity under Code Section...
November 15, 2011 (PLANSPONSOR (b)lines) – “I work with a 501(c)(3) Tax-Exempt organization (non-church, non government) that made employer contributions to individual 403(b) annuity contracts with a single...
November 8, 2011 (PLANSPONSOR (b)lines) – “As a new employee at a nonprofit, I have to ask—why do nonprofits have 403(b) plans in the first place? Could they...
November 1, 2011 (PLANSPONSOR (b)lines) – “Thanks for enlightening me in last week’s Ask the Experts column as to why retirement plan contribution limits increase. But I could...
October 25, 2011 (PLANSPONSOR (b)lines) – “Why haven’t the 403(b) elective deferral and other contribution limits increased lately? And what is the process: does someone go throw darts...
October 11, 2011 (PLANSPONSOR (b)lines) – “I have an employee who wishes to utilize the 15-year catch-up election to contribute an amount over and above the general 402(g)...
October 4, 2011 (PLANSPONSOR (b)lines) – This week, we feature the last in a series of looking back at some of the most popular Ask the Expert columns...
September 27, 2011 (PLANSPONSOR (b)lines) – At the 2012 PLANADVISER National Conference the Experts had a sense of "déjà vu" as many of the questions posed in the...
September 20, 2011 (PLANSPONSOR (b)lines) – At the recent 2012 PLANADVISER National Conference the Experts had a sense of "déjà vu" as many of the questions posed in...
September 13, 2011 (PLANSPONSOR (b)lines) – A reader said: “I read with great interest your Ask the Expert Q&A last week regarding the physician who could not contribute...
September 6, 2011 (PLANSPONSOR (b)lines) – “I am a physician who owns a private practice who recently commenced employment with a hospital that maintains a 403(b) plan.
August 30, 2011 (PLANSPONSOR (b)lines) – “Currently, a TPA for the 403(b) plan that we sponsor is paid by the vendors as a plan administrative expense from the...
July 29, 2011 (PLANSPONSOR (b)lines) – “I am a physicianworking for a tax exempt hospital and my husband is a public school teacher. We both invest in...
August 2, 2011 (PLANSPONSOR (b)lines) – “I realize that the nondiscrimination rules for employer base/nonmatching/discretionary contributions were dramatically changed by the final 403(b) regulations, but what about the...
July 29, 2011 (PLANSPONSOR (b)lines) – “A 403(b) church plan that is not a 403(b)(9) retirement income account wants to invest in a group trust; is that possible?”