(b)lines Ask the Experts – Excess Deferrals: Which Plan Pays?
January 21, 2014 (PLANSPONSOR (b)lines) – “We have automated caps in our payroll system that prevent deferrals in excess of...
Tag: 403b
Priorities for Nonprofit Health Care Institution Investment Committees
January 17, 2014 (PLANSPONSOR.com) – Mercer identified 10 priorities in 2014 for investment committees at nonprofit health care institutions.
Products |
The Principal Unveils Enroll-by-Text Service
January 16, 2014 (PLANSPONSOR.com) – A new service from the Principal Financial Group enables workers to enroll in an employer-sponsored retirement plan...
Products |
The Principal Offers 403(b) Legacy Asset Expertise
January 15, 2014 (PLANSPONSOR.com) - A new strategy from the Principal Financial Group and National Benefit Services, LLC (NBS) can...
Products |
NTSAA Changes Name
January 15, 2014 (PLANSPONSOR.com) - The National Tax-deferred Savings Association (NTSA) has debuted.
Opinions |
403(b) Plan Checklist of Best Practices for Plan Sponsors
January 10, 2014 (PLANSPONSOR.com) - A good New Year’s resolution regarding your 403(b) plan is to resist the tendency to...
IRS Updates Procedures for Determination Letters, User Fees
January 8, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued notices regarding procedures for issuing determination letters and...
(b)lines Ask the Experts – Restricting Loan Use to Financial Hardships
January 7, 2014 (PLANSPONSOR (b)lines) – “Thanks for the Q&A on loan utilization, as it was quite informative.
Benefits |
A Plan Sponsor Decides Simplification Is Best for Everyone
January 3, 2014 (PLANSPONSOR.com) – Many 403(b) sponsors were faced with necessary changes following passage of new Internal Revenue Service...
(b)lines Ask the Experts – Resolutions for 403(b) Plan Sponsors
December 31, 2013 (PLANSPONSOR (b)lines) – “Any New Year’s Resolutions from the Experts?”
(b)lines Ask the Experts – 2013 “Gifts” from the IRS
December 24, 2013 (PLANSPONSOR (b)lines) – “I seem to recall a reader suggesting a “wish” list to Santa last year...
IRS Updates Information About 403(b) Plans
December 23, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has updated two publications relating to 403(b) plans.
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National Life Group Expands 457(b) Presence
December 23, 2013 (PLANSPONSOR.com) - National Life Group will increase emphasis on marketing 457(b) plan solutions.
Products |
VALIC Offers Fee Equalization Solution
December 20, 2013 (PLANSPONSOR.com) – VALIC, a retirement plan provider for nonprofit institutions, released a plan fee equalization feature within...
Opinions |
Helping Health Care Employees Achieve Retirement Readiness
December 20, 2013 (PLANSPONSOR.com) - To increase the effectiveness of an organization’s retirement plan offering and drive better retirement outcomes...
(b)lines Ask the Experts – Reining in Loan Use
December 17, 2013 (PLANSPONSOR (b)lines) – “Our 403(b) plan appears to have a loan utilization problem: Many more loans are...
Court Weighs In on Church Plan Issue
December 16, 2013 (PLANSPONSOR.com) – A federal court has refused to dismiss a lawsuit claiming an employer’s pension plan is...
Benefits |
Recruiting Challenges Surface as Boomers Retire
December 16, 2013 (PLANSPONSOR.com) – Worries about recruiting and training new talent, as more Baby Boomers retire, top the list...
CalSTRS Names Head of Voluntary DC Plan
December 12, 2013 (PLANSPONSOR.com) – The California State Teachers’ Retirement System (CalSTRS) named Sandy Blair to head the office overseeing...
(b)lines Ask the Experts – Compliance Deadlines Falling on Weekends
December 10, 2013 (PLANSPONSOR (b)lines) – “The recent deadline for distribution of QDIA Notices, automatic enrollment notices, and safe harbor...