(b)lines Ask the Experts – The DOMA Ruling and non-ERISA Plans
July 16, 2013 (PLANSPONSOR (b)lines) - "I read with great interest your recent Ask the Experts column regarding the Defense...
Tag: 403b
(b)lines Ask the Experts – Delaying Form 5500 Reporting
July 9, 2013 (PLANSPONSOR (b)lines) - "As I was enjoying the July 4th Holiday, I found myself waxing nostalgic for...
Opinions |
Higher Ed. Compliance Check Finds Retirement Plan Issues
July 8, 2013 (PLANPSONSOR.com) - On May 2, 2013, the Internal Revenue Service’s (IRS’s) Exempt Organizations division released its Colleges...
(b)lines Ask the Experts – The Impact of the DOMA Ruling
July 2, 2013 (PLANSPONSOR (b)lines) - "As an ERISA 403(b) plan sponsor, will the Supreme Court rulings from the past...
Compliance Issues for 403(b)s
June 28, 2013 (PLANSPONSOR.com) – Some retirement plan compliance issues are unique to 403(b)s.
403(b) Plans Slowly Adopt Auto, Other Features
June 26, 2013 (PLANSPONSOR.com)–The number of 403(b) plans...
(b)lines Ask the Experts – More Consolidation with New Document Program?
June 25, 2013 (PLANSPONSOR (b)lines) – An attendee at the recent PLANSPONSOR National...
(b)lines Ask the Experts – Is Auditing More Lenient for Inactive Contracts?
June 18, 2013 (PLANSPONSOR (b)lines) – An attendee at the recent PLANSPONSOR National...
Benefits |
Higher Ed. Faculty In No Rush to Retire
June 17, 2013 (PLANSPONSOR.com) – Baby Boomer faculty at higher education institutions say they will delay retirement or not retire...
Benefits |
Holistic Retirement Programs Help Higher Ed. Staff Transition
June 17, 2013 (PLANSPONSOR.com) – As with all employment sectors, the higher education sector finds employees are saying they will...
(b)lines Ask the Experts – From PSNC: What About the Little Guy?
June 11, 2013 (PLANSPONSOR (b)lines) – On June 5, the Experts hosted a live (and lively!) Q and A at...
Benefits |
Episcopal Diocese Claims 403(b) Accounts “Held Hostage”
June 7, 2013 (PLANSPONSOR.com) – The Episcopal Diocese of South Carolina claims the retirement...
(b)lines Ask the Experts – Fiduciary Training for Committee Members
June 4, 2013 (PLANSPONSOR (b)lines) – “I chair a Committee for our ERISA 403(b) plan in which we make decisions...
What to Know About the 403(b) Pre-Approved Plan Program
May 31, 2013 (PLANSPONSOR.com) – A significant part of the 403(b) regulations passed in 2007 was the requirement that plans...
IRS to Discuss 403(b) Pre-Approved Plan Program
May 28, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) is hosting a phone forum about the new 403(b) Pre-Approved...
(b)lines Ask the Experts – 2013 403(b) Reading List
May 28, 2013 (PLANSPONSOR (b)lines) – “Summer is here, thankfully, and it is time for me to catch up on ...
Benefits |
403(b) Plan Sponsors Continue to Improve Plan Value
May 22, 2013 (PLANSPONSOR.com) – 403(b) plan sponsors continue to make changes to improve the value of their plans and...
(b)lines Ask the Experts – Best Method for Loan Repayments
May 21, 2013 (PLANSPONSOR (b)lines) – “We are adding a loan provision to our 403(b) plan and are adopting a...
Bill Addresses Issues with Church Retirement Plans
May 16, 2013 (PLANSPONSOR.com) – Two U.S. senators have introduced a bill in Congress to ensure retirement security to members...
(b)lines Ask the Experts – Locating Beneficiaries
May 14, 2013 (PLANSPONSOR (b)lines) – “Must we make every effort to locate the beneficiary of a deceased participant so that...