February 13, 2013 (PLANSPONSOR.com) - At the end of 2012, the Departments of Health and Human Services, Labor, and Treasury issued new proposed wellness rules that, when finalized,...
February 5, 2013 (PLANSPONSOR (b)lines) – “We have had difficulty locating participants in our 403(b)plan who have not kept their addresses up to date with us.
February 4, 2012 (PLANSPONSOR.com) - We recently covered a survey in which a majority of retirement plan participants who responded said they learned about finances from their parents....
February 1, 2013 (PLANSPONSOR.com) - Reading tea leaves has become an art for 403(b) plan sponsors looking to keep their plans compliant in the wake of the final...
January 31, 2013 (PLANSPONSOR.com) - In building or changing your investment array, it is important to look below the surface to the underlying characteristics of the funds you...
January 31, 2013 – We recently covered a survey in which a majority of retirement plan participants who responded said they learned about finances from their parents.
January 30, 2013 (PLANSPONSOR.com) - Treasury and the IRS recently published proposed regulations (78 Fed. Reg. 217 (January 2, 2013)) and new question and answer guidance on the...
January 29, 2013 (PLANSPONSOR (b)lines) – “I work for a 403(b) plan sponsor who is attempting to piece together a calendar of critical due dates for 2013.
January 25, 2013 (PLANSPONSOR.com) - The American Taxpayer Relief Act of 2012 included a provision liberalizing in-plan Roth conversion rules for qualified plans, 403(b) plans and eligible governmental...
January 22, 2013 (PLANSPONSOR (b)lines) – “In 2013, I am aware that the elective deferral limits to a 403(b) plan under IRC Section 402(g) are $17,500 for pre-tax...
January 18, 2013 (PLANSPONSOR.com) - Resolutions are abound this New Year—many of which are financial in nature and involve decisions to save more, spend less and move forward...