Tag: 403b

Benefits | October 2nd, 2014

Higher Education Institutions Focused on Health Benefit Changes

October 2, 2014 (PLANSPONSOR.com) - Sibson Consulting’s Fall 2014 College & University Benefits Study found changes from last year occurred...

Ask the Experts | September 30th, 2014

(b)lines Ask the Experts – Treatment of Contracted Employees

September 30, 2014 (PLANSPONSOR (b)lines) – “I work for a 501(c)(3) arts organization and, due to the nature of our...

Opinions | September 26th, 2014

Objectively, How Good Is Your Retirement Plan?

September 26, 2014 (PLANSPONSOR.com) - Objectively, how good is your retirement plan? Without some comparative analysis, how would you know?

Benefits | September 25th, 2014

Total Retirement Assets Reached $24 Trillion in Q2

September 25, 2014 (PLANSPONSOR.com) - Total U.S. retirement assets reached $24 trillion as of June 30, up 2.8% from $23.4...

Ask the Experts | September 23rd, 2014

(b)lines Ask the Experts – Preserving Contribution Sources in Plan Transfers

September 23, 2014 (PLANSPONSOR.com) - “If we switch recordkeepers should the...

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Compliance | September 19th, 2014

Guidance Issued for Allocating After-Tax Amounts to Rollovers

September 19, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among...

Ask the Experts | September 16th, 2014

(b)lines Ask the Experts – When to Expect Contribution Limit Information

September 16, 2014 (PLANSPONSOR (b)lines) – “Already attempting to plan for 2015. Do we know when the new retirement plan...

Ask the Experts | September 9th, 2014

(b)lines Ask the Experts – 457 Deferrals and Plan Limits

September 9, 2014 (PLANSPONSOR (b)lines) – “I have a new employee who contributed to the retirement plans of his prior...

Benefits | September 8th, 2014

Retirement Account Ownership Down, Values Up

September 8, 2014 (PLANSPONSOR.com) - Ownership of retirement accounts fell in 2013, but median and mean values of retirement accounts...

Products | September 8th, 2014

Aspire Enhances 403(b) Enrollment and Service Portal

September 8, 2014 (PLANSPONSOR.com) – Aspire Financial Services launched an enhanced 403(b) enrollment and client service portal.

Ask the Experts | September 2nd, 2014

(b)lines Ask the Experts – Different Investment Policies for DB and DC Plans

September 2, 2014 (PLANSPONSOR (b)lines) – “I serve as chair of the investment committee for a large health care entity,...

Ask the Experts | August 26th, 2014

(b)lines Ask the Experts – Eliminating the Minimum Deferral Requirement

August 26, 2014 (PLANSPONSOR (b)lines) – “I noticed in our 403(b) plan document that there is a minimum annual deferral...

Compliance | August 19th, 2014

Stakes High for Church Plans, Lawyers Say

August 19, 2014 (PLANSPONSOR.com) – Attorneys representing Catholic Health Initiatives (CHI) have requested that a federal court hear oral arguments...

Products | August 19th, 2014

It May Just Be Easier to Switch to ERISA 403(b)

August 19, 2014 (PLANSPONSOR.com) - Given regulatory guidelines that can be difficult to follow, many non-profit 403(b) plan sponsors are...

Ask the Experts | August 12th, 2014

(b)lines Ask the Experts – Suggested Reading for New Plan Sponsor Employee

August 12, 2014 (PLANSPONSOR (b)lines) – “I was just hired by the benefits department of a large university to work...

Opinions | August 7th, 2014

Fiduciary Responsibility for Investments a Serious Matter

August 8, 2014 (PLANSPONSOR.com) – 403(b) plan sponsors subject to the Employee Retirement Income Security Act (ERISA) should be concerned...

Ask the Experts | August 5th, 2014

(b)lines Ask the Experts – Managing Form 5500 Filing for Multiple Plans

August 5, 2014 (PLANSPONSOR (b)lines) – “I work for a large nonprofit hospital, and through a series of acquisitions we...

Administration | August 1st, 2014

SBS Offers Checklist for Investment Policy Statements

August 1, 2014 (PLANSPONSOR.com) – While the Employee Retirement Income Security Act (ERISA) does not require retirement plan sponsors to...

Opinions | August 1st, 2014

(b)est practices: Target-Date Funds May Need a “Warning Label”

August 1, 2014 (PLANSPONSOR.com) - Many qualified plans utilize target-date retirement funds as default funds, the funds into which a...

Benefits | July 31st, 2014

More Could Use DC Compliance, Design Best Practices

July 31, 2014 (PLANSPONSOR.com) – A survey of sponsors of many different types of defined contribution (DC) retirement plans finds...

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