Tag: 403b

Products | July 8th, 2015

ERISApedia Adds Plan Administration Guidance Forms

The Fiduciary Responsibility eSource on ERISApedia.com has been expanded with new forms that guide retirement plan officials through key administration...

Administration | July 7th, 2015

Nuances of 403(b) Plan Investment Menus

The creation of the modern 401(k) is a complicated story, but the emergence of today’s tax-qualified 403(b) plan is an...

Ask the Experts | July 7th, 2015

(b)lines Ask the Experts – Can the 15-Year Catch Up Be Phased Out?

“I just read the June 30th Ask the Experts Column about 15-year catch-up, and had a question about the final...

Compliance | July 2nd, 2015

Advisory Committee Suggests Additional Guidance for 403(b)s

Seven years after IRS regulations were implemented, 403(b) plans still have trouble with compliance.

Compliance | July 1st, 2015

Tips for Surviving an IRS Plan Audit

An HR director from Vanderbilt University shared tips from her IRS 403(b) plan audit experience with attendees of the NTSA...

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Ask the Experts | June 30th, 2015

(b)lines Ask the Experts – Should the 15-Year Catch Up Be Eliminated?

“Do the experts have any thoughts on the 15-year catch-up election?

Administration | June 29th, 2015

Introducing Automatic Enrollment to K-12 403(b)s

“In 22 states, plan sponsors can use automatic enrollment right away,” said Matt Spina, executive vice president and chief operating...

Ask the Experts | June 23rd, 2015

(b)lines Ask the Experts – Form 5500 Fee Info Doesn’t Match Plan Expenses

“I am commencing the process of reviewing the 2014 Form 5500 for our calendar-year ERISA 403(b) plan.

Participants | June 23rd, 2015

Personal Analysis Needed for Faculty Reluctant to Retire

Unconfirmed assumptions often appear to underlie a reluctance to retire.

Administration | June 19th, 2015

Non-ERISA 403(b)s Off the Radar

Non-ERISA 403(b)s are not under regulatory scrutiny. Is that a good thing or bad thing?

Deals and People | June 17th, 2015

Bogdahn Group Expands DC Investment Consulting Team

Paul Murray has experience working with hospital and higher education 401(k)s and 403(b)s.

Ask the Experts | June 16th, 2015

(b)lines Ask the Experts – Do We Have to Hire an Outside Adviser?

“I work at a Employee Retirement Income Security Act (ERISA) 403(b) plan sponsor. We currently do NOT engage an investment...

Ask the Experts | June 9th, 2015

(b)lines Ask the Experts – What Is Gamification?

“A representative from the recordkeeper for our 403(b) plan referred to the concept of ‘gamification’ the other day.

Products | June 2nd, 2015

New Retirement Plan Program Targets Not-for-Profits

A work place solution from Transamerica and Merrill Lynch expands offerings for 403(b) clients.

Ask the Experts | June 2nd, 2015

(b)lines Ask the Experts – What Is a 1035 Exchange?

“I received a form from a participant in our 403(b) plan requesting a “1035 exchange”. What in the world is...

Compliance | May 29th, 2015

Teachers Sue over Illegal Post-Retirement 403(b) Contributions

The retired teachers say they were subject to taxes to which they would not have been if the school district...

Ask the Experts | May 26th, 2015

(b)lines Ask the Experts – Prior (b)lines Ask the Experts Articles

“I very much enjoy Ask the Experts, but am sometimes unable to keep up-to-date on the column, and wonder if...

Ask the Experts | May 19th, 2015

(b)lines Ask the Experts – Difference Between 403(b) and 401(k) Vendor Contracts

“I am a benefits manager who recently became employed at a large nonprofit after having been in the corporate world.

Compliance | May 15th, 2015

Church Plan Case Reaches Settlement

The settlement agreement provides for the retirement plan sponsor to offer ERISA-like protections for its church plan.

Compliance | May 11th, 2015

Courts Split on Definition of Church Plan

A recent decision has courts evenly split on cases challenging retirement plans’ “church plan” status.

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