Tag: 403b

Products | February 17th, 2012

Alabama Education Association Selects TIAA-CREF as Provider

February 17, 2012 (PLANSPONSOR.com) - TIAA-CREF has been selected by the Alabama Education Association (AEA) as the exclusive endorsed retirement...

Benefits | February 15th, 2012

Increasing 403(b) Plan Participation in the K-12 Market

February 16, 2012 (PLANSPONSOR.com) – Working together to increase K-12 employee participation in 403(b) plans can produce benefits for advisers,...

Compliance | February 15th, 2012

Do non-ERISA 403(b) Plan Sponsors Have Fiduciary Responsibilities?

February 15, 2012 (PLANSPONSOR.com) – Do sponsors of 403(b) plans that are not governed by the Employee Retirement Income Security...

Ask the Experts | February 14th, 2012

(b)lines Ask the Experts – Automatic Cashout of Less than $5000 Balances

February 14, 2012 (PLANSPONSOR (b)lines) – “Our ERISA 403(b) multiple-vendor plan does not currently have a automatic cashout provision, and...

Products | February 14th, 2012

Understanding the New 403(b) Model Disclosure Form

February 14, 2012 (PLANSPONSOR.com) – One of the key reasons for the 403(b) Transparency Taskforce’s new 403(b) model disclosure form...

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Benefits | February 7th, 2012

Bill Would Offer University of Wis. System Employees DC Plan

February 7, 2012 (PLANSPONSOR.com) – If passed, a proposal would allow University of Wisconsin System employees the choice to opt...

Benefits | February 7th, 2012

Bill Would Offer University of Wis. System Employees DC Plan

February 7, 2012 (PLANSPONSOR.com) – If passed, a proposal would allow University of Wisconsin System employees the choice to opt...

Ask the Experts | February 7th, 2012

(b)lines Ask the Experts – Fee Disclosure and Legacy Vendor Contracts

February 7, 2012 (PLANSPONSOR (b)lines) – “As an ERISA 403(b) plan sponsor, I was pleased to see that, in addition...

Products | February 1st, 2012

403(b) Transparency Taskforce Launches Model Disclosure Form

February 1, 2012 (PLANSPONSOR.com) – The 403(b) Transparency Taskforce launched the...

Ask the Experts | January 31st, 2012

(b)lines Ask the Experts – Prudently Monitoring Legacy Vendor Contracts

January 31, 2012 (PLANSPONSOR (b)lines) – “When I took over the benefits function at our company a year ago, I...

Benefits | January 31st, 2012

Hospital Switches to 403(b) for New Employees

January 31, 2012 (PLANSPONSOR.com) - Cooley Dickinson Hospital and the Massachusetts Nurses Association have reached a tentative agreement on a...

Administration | January 27th, 2012

Boomer Retirements Likely to Boost IRA Share of Retirement Market

January 27, 2012 (PLANSPONSOR.com) - Total asset levels in the U.S. retirement market have grown 9.6% from 2009 to 2010,...

Benefits | January 24th, 2012

Changes to Miss. University System 403(b) Recommended

January 24, 2012 (PLANSPONSOR.com) - A study conducted on the defined contribution retirement plan for Mississippi university employees recommends changing...

Ask the Experts | January 24th, 2012

(b)lines Ask the Experts – Missed Age 70 ½ Distributions

January 24, 2012 (PLANSPONSOR (b)lines) – “I received reports from our plan vendor that appear to indicate several of our...

Opinions | January 24th, 2012

Properly Terminating a 403(b) Plan

January 24, 2012 (PLANSPONSOR.com) - Included in the new 403(b) regulations is the rule allowing plan terminations as a distributable...

Compliance | January 23rd, 2012

Groups Ask IRS not to Abandon 403(b) Prototype Program

January 23, 2012 (PLANSPONSOR.com) – Industry groups sent a comment letter to the Internal Revenue Service to support the inclusion...

Benefits | January 20th, 2012

Issues Identified for 403(b) Plan Audits

January 20, 2012 (PLANSPONSOR.com) – Last year, Employee Retirement Income Security Act-governed 403(b) plans for the first time were required...

Benefits | January 17th, 2012

University Makes 403(b) Investment Menu Improvements

January 17, 2012 (PLANSPONSOR.com) – Grand Valley State University in Allendale, Michigan, has announced changes to its 403(b) and 457(b) retirement...

Compliance | January 17th, 2012

Best Practices for 403(b)s Subject to Fee Disclosure Rules

January 17, 2011 (PLANSPONSOR.com) – During a workshop at the National Tax-Sheltered Accounts Association (NTSAA) latest 403(b) Compliance Resolution Summit,...

Ask the Experts | January 17th, 2012

(b)lines Ask the Experts – The Effect of Lacking Guidance About Fee Disclosure

January 17, 2012 (PLANSPONSOR (b)lines) – “I hear that my 403(b) vendor is supposed to provide me with a new...

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