Ask the Experts

Ask the Experts | September 27th, 2011

(b)lines Ask the Experts – Revisiting “Why Offer a Combination of Plans?”

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...

Ask the Experts | September 20th, 2011

(b)lines Ask the Experts – Revisiting the Plan with no Signed Document

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...

Ask the Experts | September 13th, 2011

(b)lines Ask the Experts – A Point on Age-50 Catch Up Contributions

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...

Ask the Experts | September 6th, 2011

(b)lines Ask the Experts – Contribution Limits in Dual Plans

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.

Ask the Experts | August 30th, 2011

(b)lines Ask the Experts – Tax Treatment of Fees Deducted from Participant Accounts

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...

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Ask the Experts | August 23rd, 2011

(b)lines Ask the Experts – Can a 403(b) Plan be Disqualified?

August 23, 2011 (PLANSPONSOR (b)lines) – “Can a 403(b) plan be disqualified?”

Ask the Experts | August 16th, 2011

(b)lines Ask the Experts – Why 403(b)s Differ among Sponsor Types

July 29, 2011 (PLANSPONSOR (b)lines) – “I am a physician working for a tax exempt hospital and my husband is a public school teacher. We both invest in...

Ask the Experts | August 9th, 2011

(b)lines Ask the Experts – Section 115 Government Instrumentalities

August 9, 2011 (PLANSPONSOR (b)lines) – “What types of pension plans can be maintained by a Code section 115 "government instrumentality?”

Ask the Experts | August 2nd, 2011

(b)lines Ask the Experts – Non-Discrimination Rules for Match Contributions

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...

Ask the Experts | July 29th, 2011

(b)lines Ask the Experts – Church Plans and Group Trusts

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?”

Ask the Experts | July 19th, 2011

(b)lines Ask the Experts – Examination Letters

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?”

Ask the Experts | July 12th, 2011

(b)lines Ask the Experts – Plan Termination Unknowns

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?”

Ask the Experts | July 5th, 2011

(b)lines Ask the Experts – Correcting Past Deferral Limit Violations

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...

Ask the Experts | June 28th, 2011

(b)lines Ask the Experts – Plan Administration after Consolidating Vendors

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...

Ask the Experts | June 21st, 2011

(b)lines Ask the Experts – Why Offer Both a 401(a) and 403(b)?

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...

Ask the Experts | June 14th, 2011

(b)lines Ask the Experts – Catch-Up Confusion

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...

Ask the Experts | June 7th, 2011

(b)lines Ask the Experts – New Form 5500 SSA Schedule

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...

Ask the Experts | May 31st, 2011

(b)lines Ask the Experts – Testing the Limits

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...

Ask the Experts | May 24th, 2011

(b)lines Ask the Experts – Separate Plans for Employee and Employer Contributions

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?”

Ask the Experts | May 17th, 2011

(b)lines Ask the Experts – Frozen Plan Now Small Plan for Audit Purposes

May 17, 2011 (PLANSPONSOR (b)lines) – “We have a 403b ERISA plan that filed a 5500 with an audit in 2009. On 09/01/09 we froze the plan. As...

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