Tag: 403b

Opinions | January 18th, 2013

Developing a Participant Education Strategy

January 18, 2013 (PLANSPONSOR.com) - Resolutions are abound this New Year—many of which are financial in nature and involve decisions...

Products | January 17th, 2013

Firm Rolls Out Retirement Income Planning Tool

January 17, 2013 (PLANSPONSOR.com) – Washington Investment Advisors, a consultant to sponsors of public...

Deals and People | January 16th, 2013

Lincoln Financial Expands IRD Team

January 16, 2013 (PLANSPONSOR.com) – Lincoln Financial Retirement Plan Services aims to grow its presence in the government sector with...

Ask the Experts | January 15th, 2013

(b)lines Ask the Experts – Correcting Excess 2012 Deferrals

January 15, 2013 (PLANSPONSOR (b)lines) – “We discovered today that we have a participant in one of our retirement plans...

Products | January 15th, 2013

TIAA-CREF Offers Plan Sponsor Education

January 15, 2013 (PLANSPONSOR.com) – The latest thought leadership from TIAA-CREF addresses fiduciary responsibilities and plan sponsor concerns.

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Benefits | January 11th, 2013

Retirement Concerns Plague Nonprofit Employees

January 11, 2013 (PLANSPONSOR.com) - About 45% of all employees in the nonprofit sector are not confident with their ability...

Ask the Experts | January 8th, 2013

(b)lines Ask the Experts – Taxation for Beneficiaries Younger than 59½

January 8, 2013 (PLANSPONSOR (b)lines) – “A participant in our retirement plan recently died and she was not married, so...

Opinions | January 4th, 2013

Updated Plan Correction Guidance – What You Can Expect

January 4, 2013 (PLANSPONSOR.com) - Now that we have survived the warnings of a global apocalypse on December 21, 2012,...

Ask the Experts | December 18th, 2012

(b)lines Ask the Experts – “Gifts” for 403(b) Sponsors

December 18, 2012 (PLANSPONSOR (b)lines) – “Since I think I've been a good little plan sponsor this year, what should...

Benefits | December 14th, 2012

Mandatory Retirement Plans Help Higher Ed. Employees

December 14, 2012 (PLANSPONSOR.com) – Mandatory defined contribution (DC) retirement plans have been prevalent...

Ask the Experts | December 11th, 2012

(b)lines Ask the Experts – Still No Prototype Program

December 11, 2012 (PLANSPONSOR (b)lines) – “Another year has come and gone, and it appears that we will still be...

Opinions | December 7th, 2012

Top Trends in the Retirement Plans Industry

December 7, 2012 (PLANSPONSOR.com) - This has been was a year marked by meaningful changes influencing the retirement savings environment.

Benefits | December 6th, 2012

Paring Down Providers: A 403(b) Sponsor’s Experience

December 6, 2012 (PLANSPONSOR.com) – Southern Methodist University (SMU) shared during a recent event its experience paring down to one...

Benefits | December 6th, 2012

Higher Ed. Plan Sponsors Looking to Simplify

December 6, 2012 (PLANSPONSOR.com) – Survey findings reveal that simplifying investment options is a top challenge for plan sponsors in...

Benefits | December 4th, 2012

403(b)s Report Little Impact from Fee Disclosure

December 4, 2012 (PLANSPONSOR.com) - New Department of Labor fee disclosure regulations have not resulted in significant changes for 403(b)...

Ask the Experts | December 4th, 2012

(b)lines Ask the Experts – ERISA Plan Effect on Non-ERISA Plan Status

December 4, 2012 (PLANSPONSOR (b)lines) – “We are a 501(c)(3) private nonprofit who, up until this point, have operated an...

Ask the Experts | November 27th, 2012

(b)lines Ask the Experts – Does This Church Have a Plan?

November 27, 2012 (PLANSPONSOR (b)lines) – “A ‘steeple church’ group (a Diocese of a large denomination) allows employees at all...

Ask the Experts | November 20th, 2012

(b)lines Ask the Experts – Replacing a non-ERISA with an ERISA Plan

November 20, 2012 (PLANSPONSOR (b)lines) – “I work with a plan sponsor who terminated a non-ERISA 403(b) plan a few...

Products | November 16th, 2012

Saint Louis University Pares Down to One Recordkeeper

November 16, 2012 (PLANSPONSOR.com) - Saint Louis University has selected one company to manage its 403(b) defined contribution retirement plan.

Opinions | November 16th, 2012

IRS Making Its 403(b) Checklist…and Checking it Twice

November 16, 2012 (PLANSPONSOR (b)lines) - The prospect of an Internal Revenue Service (IRS) 403(b) audit can be daunting, but...

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