Ask the Experts

December 8, 2009 (PLANSPONSOR (b)lines) – A plan sponsor discontinued contributions to a legacy vendor in October 2009 after contributions had been made to the vendor in the...

December 1, 2009 (PLANSPONSOR (b)lines) – A plan provider is running into issues with church plans that have "foreign missionaries."

November 24, 2009 (PLANSPONSOR (b)lines) – A third party administrator has clients working to restate their 403(b) plans by December 31, 2009.

November 17, 2009 (PLANSPONSOR (b)lines) – An employer failed to remit employee deferrals for over three months in violation of the terms of its plan document that requires...

October 27, 2009 (PLANSPONSOR (b)lines) - A plan provider asks, "What correction procedures can be implemented for an excess deferral from a prior year in a governmental 457(b)...

October 20, 2009 (PLANSPONSOR (b)lines) - A sponsor of an ERISA 403(b) plan and a 401(k) plan, both of which permit loans, but limits participants to one loan...

September 22, 2009 (PLANSPONSOR (b)lines) - Under Code section 402(l), a governmental 403(b) plan may directly pay up to $3,000 per year for health or long-term care insurance...

July 14, 2009 (PLANSPONSOR (b)lines) - Prior to 2009, an organization which serves as an umbrella organization for a group of 403(b)-eligible entities provided a multi-vendor 403(b) plan...

July 7, 2009 (PLANSPONSOR (b)lines) - A plan adviser asks: "What differences are there for church 403(b) plans as contrasted with other types of 403(b) plans?"