Reminder to Keep Eligibility to Sponsor 403(b)
Only certain tax-exempt employers are eligible to sponsor an Internal Revenue Code Section 403(b) plan.
Tag: 403b
(b)lines Ask the Experts – Will the DOL Proposal Make Me a Fiduciary? Part II
“I read with great interest your recent Ask the Experts column about a benefits manager who worked with consultants to...
(b)lines Ask the Experts – Employer Contribution Availability for Hardship Withdrawals
“Can employer contributions to 403(b)(1) fixed/variable annuities be withdrawn for financial hardship? I reviewed the 403(b) regulations in this regard,...
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Massachusetts Firm Unveils EZ Plan
Revzon Consulting Group has introduced the EZ B Plan, a low-cost 403(b) plan for small non-profit organizations and municipalities.
(b)lines Ask the Experts – Will the DOL’s New Proposal Make Me a Fiduciary?
“As an employee benefits manager for a large nonprofit hospital, I work with our plan consultants to put together investment...
(b)lines Ask the Experts – Who Is the Plan Administrator?
“Do the Experts know who/what is the Plan Administrator?
(b)lines Ask the Experts – Which 403(b) Plan Is the Oldest?
“Since our University is currently on spring break I thought that I would take the time to ask the Experts...
(b)lines Ask the Experts – Retirement Plans Allowed for Rural Cooperatives
“I am an adviser who primarily works with 403(b) plans. A potential client has surfaced that is like nothing I...
SEC Opens Door for Non-ERISA Plan Fee Disclosures
The SEC received a letter saying fee disclosures would also benefit participants of non-ERISA retirement plans.
(b)lines Ask the Experts – Is There a Restriction on Number of Investments?
“We have hundreds of investments in our ERISA 403(b) retirement plan (NOT a brokerage window, but hundreds of actual investment...
Retirement Plan Assets Reach $21.5 Trillion
Public sector retirement plan assets have exceeded $4 trillion for the first time, according to a Spectrem market report.
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ERISApedia.com Publishes Fiduciary Responsibility eSource
Burrmont Compliance Labs, LLC announces a guide to ERISA fiduciary responsiblities is now being published on ERISApedia.com.
(b)lines Ask the Experts – Notification of Funds on ‘Watch’ Status
“As part of the quarterly due diligence process for our ERISA 403(b) plan, the committee, from time to time, places...
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Retirement Advisor Council Releases RFP Tool
The Retirement Advisor Council unveiled a free template request for proposal questionnaire for use by higher education institutions looking to...
Boosting Plan Participation Without Auto-Enrollment
For most non-ERISA 403(b) plans, automatic enrollment is not an option.
(b)lines Ask the Experts – What Is a 403(a) Plan?
“I am an adviser who is familiar with 403(b) plans, but today I came across something I have never heard...
(b)lines Ask the Experts – ACP Testing After a Spin-Off
“I read your recent Q&A regarding post-merger ACP testing with great interest, as our hospital has an ACP testing issue...
Majority of Catholic Dioceses Plan to Freeze Pensions
Eighty percent of Catholic dioceses offer lay employees a 403(b) plan, while 15% offer a 401(k).
Hospital Employees Sue Colorado Springs for Pension
A lawsuit claims the City of Colorado Springs’ termination of Memorial Health System’s affiliation with the state pension system violated...
(b)lines Ask the Experts – Recordkeepers Not Meeting Statement Requirements
“We sponsor an Employee Retirement Income Security Act (ERISA) 403(b) plan with four different recordkeepers.