(b)lines Ask the Experts – Stumbling Block to Preparing Fee Disclosures
August 28, 2012 (PLANSPONSOR (b)lines) – “I work for an ERISA 403(b) plan sponsor and due to extreme difficulties in...
Tag: 403b
Benefits |
Medical Centers’ Employees Sue over Switch to DC
August 21, 2012 (PLANSPONSOR.com) - Employees at Truman Medical Centers (TMC) sued the hospital for changing their retirement plans.
Benefits |
Growth of 403(b) Market Offers Opportunities for Providers
August 14, 2012 (PLANSPONSOR.com) - The final implementation of 403(b) regulations is leading to more 401(k)-like plans among the largest...
(b)lines Ask the Experts – 403(b) Must-Reads
August 14, 2012 (PLANSPONSOR (b)lines) – “I know it’s a bit late for summer reading list suggestions, but to be...
Benefits |
DC Participants Saving Too Little
August 7, 2012 (PLANSPONSOR.com) – Although the majority of defined contribution (DC) plan participants say their DC plan is their...
(b)lines Ask the Experts – Effect of Revised Fee Disclosure Guidance
August 7, 2012 (PLANSPONSOR...
Opinions |
Clean Up on Aisle 403(b)
August 7, 2012 (PLANSPONSOR.com) - It is 2012, but some 403(b) plans are looking back to the past – 2009...
(b)lines Ask the Experts – Rollover of Active Accounts from 403(b) to 401(k)
July 31, 2012 (PLANSPONSOR (b)lines) – “Prior to 2009, we maintained two plans: a 403(b) deferral-only plan and a separate...
Benefits |
DC Participants Stay the Course in Q1
July 30, 2012 (PLANSPONSOR.com) - Only 1% of defined contribution (DC) plan participants stopped contributing to their plans in the...
New Governmental Plan Definition to Impact Charter Schools
July 25, 2012 (PLANSPONSOR.com) – Two industry groups have expressed concern that the Internal Revenue Service’s new proposed definition of...
(b)lines Ask the Experts – Maintaining ERISA 403(b) Alongside non-ERISA 403(b)
July 24, 2012 (PLANSPONSOR (b)lines) – “A private 501(c)(3) with whom I work maintains an ERISA 403(b) plan. Currently the...
Opinions |
Fee Disclosure Rules Increase Complexity in Multi-Provider Environment
July 20, 2012 (PLANSPONSOR.com) - The litany of challenges related to having multiple retirement plan service providers is well documented.
(b)lines Ask the Experts – Unknown Vendor Provides Fee Disclosure
July 17, 2012 (PLANSPONSOR (b)lines) – “I read your Ask the Expert column of last week on missing vendor fee...
Money Movement From and Within 403(b) Plans
July 17, 2012 (PLANSPONSOR.com) – If 403(b) plan sponsors want to stay compliant with Internal Revenue Service (IRS) regulations, one...
A Reminder About Information Sharing Agreements
July 13, 2012 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has made it very clear that it will look for...
Transfer to New QDIA Did Not Violate ERISA
July 12, 2012 (PLANSPONSOR.com) – A 403(b) plan sponsor did not violate its fiduciary duties when it transferred participants’ accounts...
(b)lines Ask the Experts – Vendor Fails to Provide Fee Disclosure
July 10, 2012 (PLANSPONSOR (b)lines) – “Hope the Experts had a wonderful 4th of July! As for me, not...
Products |
Financial Advisers Launch bluepoint Investment Counsel
July 9, 2012 (PLANSPONSOR.com) - Michael Hull and Patrick Hull have launched bluepoint Investment Counsel, LLC.
Products |
Council Offers Adviser RFP Template
July 9, 2012 (PLANSPONSOR.com) - The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by...
Benefits |
University of Michigan Prepares for Employee Exodus
July 6, 2012 (PLANSPONSOR.com) – The University of Michigan is expecting nearly one-fifth of its workforce will retire in the...