(b)lines Ask the Experts – Permitting Loans After a Loan Default
September 17, 2013 (PLANSPONSOR (b)lines) – “Our 403(b) plan vendor has been permitting plan participants to reborrow from the plan...
Tag: 403b
Opinions |
Pension Changes Make Educators' Road to Retirement Tougher
September 13, 2013 (PLANSPONSOR.com) - Many education professionals have worked their entire careers toward a pension benefit that was likely...
(b)lines Ask the Experts – 403(b) Assets and Medicaid Eligibility
September 10, 2013 (PLANSPONSOR (b)lines) – “A participant in our 403(b) plan came to us with a question regarding Medicaid...
Benefits |
Pluses to Nonprofits Using 403(b) Plans
September 9, 2013 (PLANSPONSOR.com) – There are a number of advantages to using a 403(b) retirement plan for nonprofit organizations.
Opinions |
A Lesson Plan for Life
August 30, 2013 (PLANSPONSOR.com) - As educators around the country organize their classrooms for returning students, many are busy preparing...
Benefits |
Savings Cap Could Impact More Than Previously Believed
August 27, 2013 (PLANSPONSOR.com) – The presidential proposal to cap retirement savings could affect even more workers than previously thought,...
ASPPA Asks IRS to Clarify LRMs for 403(b) Plans
August 26, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) has sent comments to the Internal...
(b)lines Ask the Experts – Putting Excess Contributions into 457 Plans
August 20, 2013 (PLANSPONSOR (b)lines) – “We are a 501(c)(3) tax-exempt organization that sponsors a 403(b) plan and a 457(b)...
Benefits |
DC Plans an Important Part of Higher Ed. Benefits
August 20, 2013 (PLANSPONSOR.com) – Defined contribution (DC) plans are becoming a stronger component of higher education institutions’ benefit offerings.
SPARK Institute Seeks IRS 403(b) Guidance
August 13, 2013 (PLANSPONSOR.com) – The SPARK Institute has requested guidance from the Internal Revenue Service (IRS) relating to 403(b)...
(b)lines Ask the Experts – Using Base Pay to Calculate Deferrals
August 13, 2013 (PLANSPONSOR (b)lines) – “Our matching 403(b) plan has always used the same definition of compensation to determine...
Products |
Plan Sponsor of the Year Finalist Revamps Plan
August 9, 2013 (PLANSPONSOR.com) – Syracuse University, along with its exclusive retirement plan provider, TIAA-CREF, have announced a revamped plan.
Benefits |
Participant Demographics, Behavior Vary by Plan Type
August 7, 2013 (PLANSPONSOR.com) – Participant demographics and behavior vary by plan type, an analysis shows.
Strategic Retirement Group Expands Team
August 7, 2013 (PLANSPONSOR.com) – Peter Margiotta has joined Strategic Retirement Group as Managing Director of Retirement Plan Services.
(b)lines Ask the Experts – Clarification of Dates Used for Fee Disclosure
August 6, 2013 (PLANSPONSOR (b)lines) – “In a recent Ask the Experts column, you stated it was permissible to use...
(b)lines Ask the Experts – Using Roth Contributions to Purchase Service Credits
July 30, 2013 (PLANSPONSOR (b)lines) – “We sponsor a 403(b) plan that permits plan-to-plan transfers (as provided in Code Section...
Benefits |
NAGDCA Address Retirement Income Strategies
July 29, 2013 (PLANSPONSOR.com) – The National Association of Government Defined Contribution Administrators (NAGDCA) issued a white paper that addresses...
(b)lines Ask the Experts – Different Dates for Fee Disclosures
July 23, 2013 (PLANSPONSOR (b)lines) - "We sponsor an ERISA 403(b) plan with two vendors and are in the process...
Benefits |
Higher Adviser Use Increases Focus on Retirement
July 16, 2013 (PLANSPONSOR.com) – Using a financial adviser helps bring more focus to the need to save for retirement, a...
Products |
Prudential, ASPire Team up on Stable Value Offering
July 16, 2013 (PLANSPONSOR.com) – Prudential Retirement has partnered with ASPire Financial to make Prudential's stable value product available to more...