Deadline to Preserve Tax-Exempt Status Nears
May 10, 2013 (PLANSPONSOR.com) – Many tax-exempt organizations that are required by law to file annual reports with the Internal...
Tag: 403b
Benefits |
Largest 403(b) Segments Differ in Plan Designs
May 10, 2013 (PLANSPONSOR.com) - The health care and higher education 403(b) segments represent $485 billion or 67% of the...
Benefits |
IRAs, DC Plans Top Retirement Savings Vehicles
May 8, 2013 (PLANSPONSOR.com) – Assets in employer-sponsored retirement plans, IRAs, and annuities totaled $19.5 trillion at year-end 2012, up...
DOL Seeks Comments About Lifetime Income Data
May 7, 2013 (PLANSPONSOR.com) – The U.S. Department of Labor (DOL) is seeking comments about rules for lifetime income illustrations...
Opinions |
A New Compliance Environment for 403(b)s
May 7, 2013 (PLANSPONSOR.com) - Sponsors of 403(b) plans should take note of several recent announcements by the Internal Revenue...
ASPPA Recommends Changes to Pre-Approved Plan Programs
May 3, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) and the National Tax Sheltered Accounts...
IRS to Hold Call About 403(b) Corrections
April 30, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has scheduled a phone forum about 403(b) corrections and examination...
Benefits |
Education Sector Shows More Retirement Confidence
April 30, 2013 (PLANSPONSOR.com) – Employees in the education sector are confident about both their retirement...
Benefits |
Higher Education Plans Set High Standard
April 23, 2013 (PLANSPONSOR.com) – Participants of retirement plans sponsored by higher education institutions are saving more than their corporate...
Benefits |
Higher Education Plans Set High Standard
April 23, 2013 (PLANSPONSOR.com) – Participants of retirement plans sponsored by higher education institutions are saving more than their corporate...
(b)lines Ask the Experts – Failure to Suspend Contributions After Hardship
April 23, 2013 (PLANSPONSOR (b)lines) – “In preparation for our annual 5500 report audit for our Employee Retirement Income Security...
(b)lines Ask the Experts – Plan Determination Letters
April 9, 2013 (PLANSPONSOR (b)lines) – “I recently received notification from a consulting firm that a determination letter would soon...
Benefits |
Research Institutes Increasing Fiduciary Focus
April 4, 2013 (PLANSPONSOR.com) – A retirement plan survey of independent, not-for-profit research institutes shows a renewed focus on fiduciary...
(b)lines Ask the Experts – Eligibility Requirements for Nonelecting Churches
April 2, 2013 (PLANSPONSOR (b)lines) – “I work with a nonelecting (i.e. the entity has NOT elected ERISA coverage) church...
Benefits |
Survey Finds Governmental 457 Plan Growth
April 1, 2013 (PLANSPONSOR.com) – Assets in governmental section 457 retirement plans increased between 2011 and 2012, the National Association of...
IRS Establishes Program for Pre-Approved 403(b) Plans
April 1, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has moved forward with a program for pre-approved § 403(b)...
Retirement Assets Reach $19.5T
March 29, 2013 (PLANSPONSOR.com) - Total U.S. retirement assets hit a new record high of $19.5 trillion as of December...
(b)lines Ask the Experts – Taxation for Roth Account Loans
March 26, 2013 (PLANSPONSOR (b)lines) – “I read with great interest your Q&A regarding the misunderstanding of the "double-taxation" issue...
PLANSPONSOR Announces 2013 Plan Sponsor of the Year: 403(b)
March 21, 2013 (PLANSPONSOR.com) - PLANSPONSOR proudly announces the 2013 winner of its annual Plan Sponsor of the Year award in...
Benefits |
Union Gets 403(b) Concessions from Ohio Hospital
March 19, 2013 (PLANSPONSOR.com) – A hospital’s agreement to additional 403(b) contributions has averted a worker strike.