(b)lines Ask the Experts – ACP Testing After a Merger
“Our hospital merged with another private tax-exempt hospital last year, and both hospitals are now part of the same controlled...
Tag: 403b
(b)lines Ask the Experts – Forcing RMDs
“There are several individuals who are no longer working for us, are over age 70 ½, and have never taken...
(b)lines Ask the Experts – What Is a FICA Alternative Plan?
“I recently started working in the employee benefits department at a large public university.
Charter Schools to Be Included in Governmental Plan Regs
In response to comments about its intention to issue governmental plan regulations, the IRS says charter schools may participate in...
California Retirement Plan Consultants Combine
QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.
(b)lines Ask the Experts – Difference Between Roth and After-Tax
January 27, 2015 (PLANSPONSOR (b)lines) – “What is the difference between a Roth 403(b) contribution and an after-tax 403(b) contribution?”
Benefits |
West Virginia School Employees Suing DC Plan Provider
A lawsuit claims VALIC misled West Virginia public school employees to invest retirement savings in investments that did not perform...
(b)lines Ask the Experts – Going from No HCEs to Having HCEs
January 20, 2015 (PLANSPONSOR (b)lines) – “I have worked with a small private tax-exempt that, since its inception many years...
Opinions |
Overcoming Benefit Reductions
Helping Public School Employees Fill Retirement Savings Gap
(b)lines Ask the Experts – Prepare for 2014 Form 5500 Change
January 13, 2015 (PLANSPONSOR (b)lines) – “I understand that the new 2014 5500 form/instructions have been issued. Are there any...
(b)lines Ask the Experts – 457 Plan Transfers
“I work at a private university and we recently had an employee who had a 403(b) and 457(b) plan account...
USRP Acquires Pennsylvania 403(b) Provider
U.S. Retirement Partners (USRP) reported that it has acquired Kades-Margolis Corporation (KMC), which will join USRP’s national network of 403(b)...
Addressing Mistakes in Tax Treatment of Employee Deferrals
An updated IRS web page tells retirement plan sponsors how to correct the mistake of using the wrong tax treatment...
IRS Reminds Plan Sponsors About Plan Checklists
The Internal Revenue Service offers one-page checklists to help with reviewing retirement plan operations.
Little Change in Retirement Assets in Q3
ICI’s latest quarterly assessment shows retirement assets account for 36% of all household financial assets in the United States.
TSA Consulting Announces 403(b) Education Leader
Sherry Marcolongo will oversee all 403(b) educational material at TSA Consulting Group.
Nonprofits Could Do More to Encourage Retirement Savings
Despite concerns about their employees' ability to save enough for retirement, few nonprofit 403(b) plan sponsors use targeted education or...
Higher Education Employees Set Example for Retirement Savings
College faculty and staff are better prepared for retirement than the general population, a survey finds.
2015 Year in Preview
Trends, legislation, regulations and litigation will continue to affect the retirement industry in 2015.
TDFs Expected to Capture 90% of 401(k) Contributions
Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.