Ask the Experts

Ask the Experts | October 29th, 2013

(b)lines Ask the Experts – “Tricks” and “Treats” for Nonprofit Plan Sponsors

October 29, 2013 (PLANSPONSOR (b)lines) – “Given the upcoming holiday, do the Experts have any thoughts as to the latest ‘tricks’ and ‘treats’ affecting nonprofit retirement plan sponsors?”

Ask the Experts | October 22nd, 2013

(b)lines Ask the Experts – QDIA Administration in a Multiple Vendor Plan

October 22, 2013 (PLANSPONSOR (b)lines) – “How are the Qualified Default Investment Alternative (‘QDIA”) rules applied in 403(b) plans in which there are multiple vendors?

Ask the Experts | October 15th, 2013

(b)lines Ask the Experts – Why Some Providers Do Not Permit Loans

October 15, 2013 (PLANSPONSOR (b)lines) – “Why is it that some 403(b) providers permit loans from their arrangements, and others do not?”

Ask the Experts | October 8th, 2013

(b)lines Ask the Experts – 415(m) Plans Part II

October 8, 2013 (PLANSPONSOR (b)lines) – “I had never heard of 415(m) plans before.

Ask the Experts | October 1st, 2013

(b)lines Ask the Experts – Avoiding Form 5500 Errors

October 1, 2013 (PLANSPONSOR (b)lines) – “I recently received my “signature-ready” 2012 5500 filing that is due on October 15th, as well as the audited financials and accountant’s...

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Ask the Experts | September 23rd, 2013

(b)lines Ask the Experts – What Is a 415(m) Plan?

September 24, 2013 (PLANSPONSOR (b)lines) – “I recently started working for a public university. Apparently one of the plans they maintain is called a “415(m)” plan. I am...

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.

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...

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