Tag: 403b

Benefits | June 6th, 2014

Where There Is Room for Improvement in 403(b)s

June 6, 2014 (PLANSPONSOR.com) – While 403(b) plan sponsors are continuing to improve upon their plans to create better outcomes...

Opinions | June 6th, 2014

(b)est Practices: What Do You Know About Revenue Sharing?

June 6, 2014 (PLANSPONSOR.com) – What do you know about revenue sharing? If your answer is anything other than, “a...

Benefits | June 5th, 2014

Public Sector Needs More Retirement Readiness Help

June 6, 2014 (PLANSPONSOR.com) – The retirement readiness levels of employees in the public sector may not be as high...

Benefits | June 3rd, 2014

403(b)s Simplifying Investment Menus

June 3, 2014 (PLANSPONSOR.com) - Non-profit organizations that sponsor 403(b) plans are simplifying investment platforms by streamlining the options available...

Products | June 2nd, 2014

SPARK Institute Releases New RFP Guide

June 2, 2014 (PLANSPONSOR.com) – The SPARK Institute Business Ideas Exchange Committee has released its new “RFP Guide for Selecting...

Ask the Experts | May 27th, 2014

(b)lines Ask the Experts – Guidelines for Asking the Experts Questions

May 27, 2014 (PLANSPONSOR (b)lines) – “I recently sent a question to Ask the Experts, but it wasn’t used for...

Benefits | May 23rd, 2014

ERISA Offers Best Practices for K-12 403(b)s

May 23, 2014 (PLANSPONSOR.com) - Emulating fiduciary principles of the Employee Retirement Income Security Act (ERISA) can help K-12 public...

Ask the Experts | May 20th, 2014

(b)lines Ask the Experts – IRS Relief for Late Form 5500s

May 20, 2014 (PLANSPONSOR (b)lines) – “I read a recent article in (b)lines which indicated the Internal Revenue Service (IRS)...

Compliance | May 15th, 2014

Defendants in One Church Plan Case Get a Victory

May 15, 2014 (PLANSPONSOR.com) – The defendants in one of the church plan court cases have had their status confirmed...

Ask the Experts | May 6th, 2014

(b)lines Ask the Experts – Covering More Than All Bases for Notices

May 6, 2014 (PLANSPONSOR (b)lines) – “We have a complex payroll structure with a number of included/excluded groups of employees.

Benefits | May 5th, 2014

A Plan Sponsor Gets Participants Unstuck

May 5, 2014 (PLANSPONSOR.com) – “Two years ago, we noticed a lack of participants who were on track to replace...

Opinions | May 1st, 2014

(b)est Practices: Investment Policy Statements

May 1, 2014 (PLANSPONSOR.com) - Which statement is true: Having an investment policy statement (IPS) can increase liability, or having...

Products | May 1st, 2014

USRP Acquires Common Remitter Business

May 1, 2014 (PLANSPONSOR.com) – U.S. Retirement Partners (USRP), through its U.S. Employee Benefits Services Group (USEBSG) division, has acquired...

Ask the Experts | April 29th, 2014

(b)lines Ask the Experts – Same-Gender Marriage Rules and non-ERISA Plans

April 29, 2014 (PLANSPONSOR (b)lines) – “I work with a public school district and our 403(b) plan is not subject...

Products | April 28th, 2014

TSA Consulting Acquires 403(b) Solutions Program

April 28, 2014 (PLANSPONSOR.com) – TSA Consulting Group, Inc., a provider of 403(b) and 457(b) retirement plan administration services, has...

Ask the Experts | April 22nd, 2014

(b)lines Ask the Experts – Failure to Amend Plan Document

April 22, 2014 (PLANSPONSOR (b)lines) – “I read with great interest last week’s Q&A regarding the corrective procedure for failing...

Ask the Experts | April 14th, 2014

(b)lines Ask the Experts – Correction for Failure to Adopt a Plan Document

April 15, 2014 (PLANSPONSOR (b)lines) – “I am working with a plan sponsor that thought it had executed a 403(b)...

Benefits | April 9th, 2014

What 401(k)s Can Learn from 403(b)s

April 9, 2014 (PLANSPONSOR.com) – Passage of 403(b) regulations in 2007 led 403(b) plans to adopt similar requirements and administration...

Ask the Experts | April 8th, 2014

(b)lines Ask the Experts – Delay of Pre-Approved Plan Documents

April 8, 2014 (PLANSPONSOR (b)lines) – “Are we expecting vendor-provided 403(b) prototype documents anytime soon? I seem to recall from...

Products | April 8th, 2014

AXA Offers Retirement Education for Educators

April 8, 2014 (PLANSPONSOR.com) – During National Retirement Planning Week, AXA is emphasizing the need to teach teachers about the...

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