The deadline for complying with provider fee disclosure rules under 408(b)(2) is July 1, and the deadline for participant fee disclosure rules under 404(a)(5) follows 60 days later.
May 1, 2012 (PLANSPONSOR (b)lines) – “An ERISA403(b) plan sponsor adopted a plan document back in 1997, but never amendedthe document to reflect legally required provisions...
April 24, 2012 (PLANSPONSOR (b)lines) – “I have a church plan client that wants to provide a housing allowance for their pastor in retirement through their 403(b) retirement...
Last week I asked NewsDash readers, how strong an incentive do you think a company match contribution is in getting employees to participate in their employer’s retirement plan?
Until recently, the Internal Revenue Service (IRS) has largely focused more on the rules of retirement plan administration than on the type of employer sponsoring the plan.
When it comes to the power of the company match to incent employees to participate in their employer-sponsored retirement plans, research results have gone both ways.
April 17, 2012 (PLANSPONSOR (b)lines) – “We are performing some spring cleaning here at the employee benefits office, and we noticed that we have TON of records related...
April 3, 2012 (PLANSPONSOR (b)lines) – “I am a fairly new employee at a nonprofit hospital, who made elective deferrals to a 403(b) plan for the very first...
The IRS, DoL and HHS recently issued guidance (IRS Notice 2012-17; DoL Technical Release 2012-1) in the form of Frequently Asked Questions (FAQs) on various issues related to...
March 27, 2012 (PLANSPONSOR (b)lines) – “Though I have discussed the administrative burden of utilizing such an approach, some of my 403(b) plan sponsor clients wish to exclude...
In the past two years, proposals have been made to change the tax treatment of 401(k) contributions either by capping the amount of contributions that can be made...