Plaintiffs Win Class Certification in NYU 403(b) Lawsuit
A district court found plaintiffs met the requirements of ERISA Rule 23(a) and the class is maintainable under at least...
Tag: 403b
Americans Confident DC Plans Can Help Them Meet Their Goals
They like the tax advantages, investment opportunities and investor control that 401(k)s and other DC plans offer them, ICI finds.
Nonprofit Plan Sponsors Still Confused About Fee Levelization
Data shows about one-fourth of nonprofit plan sponsors are not aware of what comprises a formal fee policy statement, and...
Government Employers Want More Provider Education to Boost Participation
A Lincoln Financial Group study revealed little participation rates in governmental defined contribution plans, compared to 401(k) and 403(b) plans.
Government and Nonprofit Plans Spared in Senate Tax Bill
At this interim juncture it seems that essentially all of the changes to 457(b) and 403(b) plans that were being...
Retirement Industry People Moves
T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and...
Higher Education Plan Sponsors Ramp Up IPS Usage
In light of a stronger focus on fiduciary responsibilities, more than three-fourths of higher education plan sponsors have implemented an investment...
Are 457(b) Plan Assets at Risk During an Acquisition?
“We are a private tax-exempt hospital that sponsors a 457(b) plan for select management or highly compensated employees. Though all...
Settlement Agreement Reached in Church Plan Challenge
Many terms of the settlement agreement between St. Joseph’s Hospital and its pension plan participants are similar to provisions of...
Johns Hopkins University ERISA 403(b) Challenge Partly Dismissed
The complaint states that Johns Hopkins has not prudently managed its 403(b) plan, but a district court judge disagrees, at...
Ascension Reaches Settlement With Acquired Entity’s Church Plan
Ascension has agreed to pay the first $29.5 million of benefits that are distributable to settlement class members in the...
Court Moves Forward Few Claims in NYU 403(b) Plans Case
A federal court judge found most claims were not plausibly alleged by the plaintiffs.
(b)lines Ask the Experts – Is an Irrevocable Election Not to Participate Truly Irrevocable?
Experts answer questions from 403(b) plan sponsors and providers.
ERISA Challenge Targets Minnesota Hospital System
The latest retirement industry class action challenge, filed in the U.S. District Court for the District of Minnesota, names as...
(b)lines Ask the Experts – Re-borrowing After Repayment of a Defaulted Loan
“I work for a plan sponsor where payroll deduction and outside collateral cannot be used for loans. We have a...
Non-Profit and Governmental Plan Sponsors Wanted for IRS Committee
The Internal Revenue Service is seeking applications for vacancies on the Advisory Committee on Tax Exempt and Government Entities.
Products |
Tax-Exempt Retirement Plans Have Varying Focuses
Heather Lavallee from Voya spoke with PLANSPONSOR about the different issues tax-exempt plan sponsors are dealing with and how Voya...
(b)lines Ask the Experts – Having More Than One 403(b) Plan and Plan Type
“We have two groups of employees—non-union and union employees.
Court Decision Leaves Open Question of Responsibility for Government Plans
In addition, the 5th Circuit found a settlement agreement between Singing River Health System and its current and former employees...