July 19, 2011 (PLANSPONSOR (b)lines) – “I recently received a letter from the IRS telling me that my 403(b) plan is under examination. What should I do?”
July 12, 2011 (PLANSPONSOR (b)lines) – “The Internal Revenue Service has issued guidance on 403(b) plan terminations, so why is it still difficult to terminate a plan?”
July 5, 2011 (PLANSPONSOR (b)lines) – “In performing a 15-year catch-up election calculation under Code Section 402(g)(7) for an individual which required us to review the employee's entire...
June 28, 2011 (PLANSPONSOR (b)lines) – During the recent PLANSPONSOR National Conference Ask the Experts panel a plan sponsor said, “Our plan consolidated from several providers to a...
June 21, 2011 (PLANSPONSOR (b)lines) – During the recent PLANSPONSOR National Conference's live Ask the Experts panel a plan sponsor said, “We were formerly part of a larger...
June 14, 2011 (PLANSPONSOR (b)lines) – “I read that a 403(b) retirement plan participant can be using what he believes to be the age-50 catch-up election under IRC...
June 7, 2011 (PLANSPONSOR (b)lines) – “I read in a recent Ask the Experts Column on small/frozen Plan 5500 filings that there is a new Form 8955-SSA IRS...
May 31, 2011 (PLANSPONSOR (b)lines) – “We sponsor an elective deferral 403(b) plan that is subject to ERISA. There are no employer contributions. I read in a prior...
May 24, 2011 (PLANSPONSOR (b)lines) – “Can a 501(c)(3) entity sponsor a non-ERISA 403(b) for deferral contributions and a SEP-IRA for employer contributions?”
May 10, 2011 (PLANSPONSOR (b)lines) – “Our museum has a 403(b) plan with only one provider that provides investment vehicles and also serves as the third party administrator. We...
April 26, 2011 (PLANSPONSOR (b)lines) – “I am a 403(b) plan sponsor with multiple vendors, and I have heard from law firms, consulting firms, providers and others that...
April 19, 2011 (PLANSPONSOR (b)lines) – “We are establishing a new 403(b) plan with a mutual fund provider and wanted to be able to permit hardship distributions on...
April 12, 2011 (PLANSPONSOR (b)lines) – “I recently discovered that one of our 403(b) plan participants deferred in excess of the 402(g) limit ($16,500) in 2010, and does...
March 29, 2011 (PLANSPONSOR (b)lines) – “We are a large ERISA 403(b) plan sponsor and our experience with our very first 5500 plan audit for the 2009 play...
March 22, 2011 (PLANSPONSOR (b)lines) – “Can a per diem employee who works nominal hours and receives only a few hundred dollars in gross compensation per pay period...
March 15, 2011 (PLANSPONSOR (b)lines) – Do the Experts have any insight as to why adoption of automatic enrollment in 403(b) plans lags behind that of 401(k)s?
March 8, 2011 (PLANSPONSOR (b)lines) – A plan adviser says, “Recently, one of the 403(b) plans I advise received a letter from the IRS indicating the plan is...