Tag: 403b

Products | March 3rd, 2016

Retirement Trust for Associations Launched

Empower Retirement has been engaged to market and distribute the plan within the association and nonprofit community.

Opinions | March 2nd, 2016

Barry’s Pickings Online: Retirement Savings Tax Policy

How will Presidential candidate proposals affect the DC plan tax deal?

Ask the Experts | March 1st, 2016

(b)lines Ask the Experts – Forcing First-Time RMDs

“Can I force required minimum distributions for nonresponsive participants by the required beginning date for such distributions?

Data and Research | February 24th, 2016

Stretching the Match a Motivation to Save More

Research finds many retirement plan participants use the match as a guide for how much to save in their plans.

Ask the Experts | February 23rd, 2016

(b)lines Ask the Experts – Failing to Start Mandatory Contributions

“We are a governmental entity with a '401(a) governmental defined contribution plan,'—it is not a 401(k) plan.

Ask the Experts | February 16th, 2016

(b)lines Ask the Experts – Moving to Limit Loans

“Our plan currently allows for unlimited loans from a participant’s entire...

Data and Research | February 10th, 2016

Higher Ed Plans Increasingly Turn to Advisers

Institutions that partner with retirement plan advisers or consultants have more effective retirement benefit programs.

Ask the Experts | February 9th, 2016

(b)lines Ask the Experts – Calculating 15-Year Catch-Up Elections

“I am attempting to calculate the 15-year catch-up election for a participant in our 403(b) plan.

Ask the Experts | February 2nd, 2016

(b)lines Ask the Experts – 300 and Counting!

Recently, Ask the Experts passed a notable milestone, as the 300th...

Administration | January 19th, 2016

Auto Enrollment an Opportunity for Church Plans

Church plan legislation provides an immediate opportunity for plan sponsors to affect participant outcomes through auto enrollment; the effect of...

Ask the Experts | January 19th, 2016

(b)lines Ask the Experts – What’s in Year-End Legislation for 403(b)s?

“Will any of the 2015 year-end legislation that was passed have an effect on my retirement plan?”

Investing | January 14th, 2016

Methodist Pension Board Blacklists Five Banks

It is believed the Israeli banks help finance settlement construction in what some consider illegally occupied Palestinian territories, according to...

Investing | January 12th, 2016

2016 Investment Considerations for Health Care Organizations

Mercer outlines the top investment considerations for not-for-profit healthcare organizations for 2016.

Ask the Experts | January 12th, 2016

(b)lines Ask the Experts – Is the Form 5500 Extension Deadline Extended?

“I heard that there was an additional month added to the extended deadline for Form 5500 filings, so that calendar...

Compliance | January 8th, 2016

IRS Guidance Shows Anticipation of Pre-Approved 403(b) Plans

The IRS has issued updated procedures for requesting letter rulings and has made changes to VCP fees.

Administration | January 7th, 2016

Another Diocese Moves to 403(b) Plan

More than half of dioceses plan to freeze or terminate their pension plans, a survey found last year.

Ask the Experts | January 5th, 2016

(b)lines Ask the Experts – Can SPDs Be Provided for Church Plans?

“I recently commenced employment at a church plan sponsor, and noticed...

Compliance | January 4th, 2016

Church Plan Legislation Finally Gets Passed

Lawmakers’ repeated efforts to clarify the application of certain tax and retirement laws and regulations to the church retirement plans...

Compliance | December 30th, 2015

Appellate Court Sets Precedent for Church Plan Cases

The first of the appellate courts to rule on recent church plan litigation, the 3rd Circuit reiterated that only churches...

Compliance | December 29th, 2015

Budget Bill Includes Retirement Plan Provisions

The bill expands allowable SIMPLE plan rollovers, expands exceptions to the 10% early withdrawal penalty on retirement plan distributions, and...

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