Ask the Experts

Ask the Experts | September 17th, 2013

(b)lines Ask the Experts – Permitting Loans After a Loan Default

September 17, 2013 (PLANSPONSOR (b)lines) – “Our 403(b) plan vendor has been permitting plan participants to reborrow from the plan after they have already defaulted on a prior...

Ask the Experts | September 10th, 2013

(b)lines Ask the Experts – 403(b) Assets and Medicaid Eligibility

September 10, 2013 (PLANSPONSOR (b)lines) – “A participant in our 403(b) plan came to us with a question regarding Medicaid eligibility and whether her 403(b) plan assets counted...

Ask the Experts | September 3rd, 2013

(b)lines Ask the Experts – Responding to 457 Plan Questionnaire

September 3, 2013 (PLANSPONSOR (b)lines) – “I recently received an IRS questionnaire addressing the 457(b) plan that we sponsor for select management and highly compensated employees as a...

Ask the Experts | August 27th, 2013

(b)lines Ask the Experts – Combined Asset Report

August 27, 2013 (PLANSPONSOR (b)lines) – "

Ask the Experts | August 20th, 2013

(b)lines Ask the Experts – Putting Excess Contributions into 457 Plans

August 20, 2013 (PLANSPONSOR (b)lines) – “We are a 501(c)(3) tax-exempt organization that sponsors a 403(b) plan and a 457(b) plan.

SPONSORED MESSAGE — SCROLL FOR MORE CONTENT

Ask the Experts | August 13th, 2013

(b)lines Ask the Experts – Using Base Pay to Calculate Deferrals

August 13, 2013 (PLANSPONSOR (b)lines) – “Our matching 403(b) plan has always used the same definition of compensation to determine the amount of our match and the amount...

Ask the Experts | August 6th, 2013

(b)lines Ask the Experts – Clarification of Dates Used for Fee Disclosure

August 6, 2013 (PLANSPONSOR (b)lines) – “In a recent Ask the Experts column, you stated it was permissible to use investment information as of 3/31/13 for a fee...

Ask the Experts | July 30th, 2013

(b)lines Ask the Experts – Using Roth Contributions to Purchase Service Credits

July 30, 2013 (PLANSPONSOR (b)lines) – “We sponsor a 403(b) plan that permits plan-to-plan transfers (as provided in Code Section 403(b)(13)) to a defined benefit governmental plan to...

Ask the Experts | July 23rd, 2013

(b)lines Ask the Experts – Different Dates for Fee Disclosures

July 23, 2013 (PLANSPONSOR (b)lines) - "We sponsor an ERISA 403(b) plan with two vendors and are in the process of preparing our annual participant fee disclosure notice.

Ask the Experts | July 16th, 2013

(b)lines Ask the Experts – The DOMA Ruling and non-ERISA Plans

July 16, 2013 (PLANSPONSOR (b)lines) - "I read with great interest your recent Ask the Experts column regarding the Defense of Marriage Act (DOMA) ruling.

Ask the Experts | July 9th, 2013

(b)lines Ask the Experts – Delaying Form 5500 Reporting

July 9, 2013 (PLANSPONSOR (b)lines) - "As I was enjoying the July 4th Holiday, I found myself waxing nostalgic for the days when I would be filing our...

Ask the Experts | July 2nd, 2013

(b)lines Ask the Experts – The Impact of the DOMA Ruling

July 2, 2013 (PLANSPONSOR (b)lines) - "As an ERISA 403(b) plan sponsor, will the Supreme Court rulings from the past week on same-sex marriage have any impact on...

Ask the Experts | June 24th, 2013

(b)lines Ask the Experts – More Consolidation with New Document Program?

June 25, 2013 (PLANSPONSOR (b)lines) – An attendee at the recent PLANSPONSOR National Conference asked: “Do you think the new...

Ask the Experts | June 18th, 2013

(b)lines Ask the Experts – Is Auditing More Lenient for Inactive Contracts?

June 18, 2013 (PLANSPONSOR (b)lines) – An attendee at the recent PLANSPONSOR National Conference asked: “Upon audit, are the investigators...

Ask the Experts | June 11th, 2013

(b)lines Ask the Experts – From PSNC: What About the Little Guy?

June 11, 2013 (PLANSPONSOR (b)lines) – On June 5, the Experts hosted a live (and lively!) Q and A at the PLANSPONSOR National Conference at which attendees could...

Ask the Experts | June 4th, 2013

(b)lines Ask the Experts – Fiduciary Training for Committee Members

June 4, 2013 (PLANSPONSOR (b)lines) – “I chair a Committee for our ERISA 403(b) plan in which we make decisions regarding plan administration as well as the investment...

Ask the Experts | May 28th, 2013

(b)lines Ask the Experts – 2013 403(b) Reading List

May 28, 2013 (PLANSPONSOR (b)lines) – “Summer is here, thankfully, and it is time for me to catch up on my 403(b) reading. Any suggestions?”

Ask the Experts | May 21st, 2013

(b)lines Ask the Experts – Best Method for Loan Repayments

May 21, 2013 (PLANSPONSOR (b)lines) – “We are adding a loan provision to our 403(b) plan and are adopting a loan policy as you suggested in a recent...

Ask the Experts | May 14th, 2013

(b)lines Ask the Experts – Locating Beneficiaries

May 14, 2013 (PLANSPONSOR (b)lines) – “Must we make every effort to locate the beneficiary of a deceased participant so that the account is properly transferred/distributed to him/her?

Ask the Experts | April 30th, 2013

(b)lines Ask the Experts – Should You Have a Loan Policy Document?

April 30, 2013 (PLANSPONSOR (b)lines) – “Should our 403(b) plan maintain a Loan Policy Document?”

1 … 29 30 31 32 33 … 39

Most Read

Investing
PLANSPONSOR Roadmap: Private Markets in DC Plans
Compliance
Alleged Fake Support of DOL Alts Rule Spurs Congressional Request for Investigation
Compliance
House Passes ESOP Framework Bill
Compliance
IRS Explains Deadlines for Required, Discretionary Plan Amendments
Data and Research
Edelman: Pre-Retirees Want to Make Investment Decisions, Need More Understanding

Upcoming Events

Upcoming Events

PLANSPONSOR Roadmap 2026 Livestream Series: Plan Investments

Every defined contribution retirement plan sponsor faces a growing list of consequential investment decisions. Knowing what choices to consider, which questions truly matter and when action is warranted is more challenging than ever. Join PLANSPONSOR for discussions and resources from industry experts and plan sponsor peers that cut through the noise.

see more events