(b)lines Ask the Experts – Using Distributions for Ministers’ Housing Allowance in Church Plans
“I know participants can apply part of their distributions as ministers’ housing allowance (granted they meet the requirements) in a...
Tag: 403b
(b)lines Ask the Experts – Differences in 457(b) Plans for Different Entities
“What are the primary differences between a 457(b) plan of a private tax-exempt organization and a governmental 457(b) plan?”
Duke University 403(b) Plan Excessive Fee Suit Moves Forward
Claims moving forward regard excessive fees by using four recordkeepers and excessive fees by offering too many funds in the...
Parties Reach Settlement in Church Plan Challenge
Franciscan Missionaries of Our Lady Health System has agreed to make payments to its pension plans over five years.
Form 990 Filing Deadline Approaching
Tax-exempt organizations that do not file can lose their tax-exempt status, which will affect eligibility to offer 403(b) plans.
(b)lines Ask the Experts – Adding Roth to All 403(b) Plans in a Controlled Group
“I work for a large private 501(c)(3) health care system that sponsors several 403(b) plans for different operating entities that...
Wagner Law Group 403(b) Plan Document Approved by IRS
Wagner’s pre-approved plan document is a volume submitter plan.
(b)lines Ask the Experts – Why the Fiduciary Rule Applies to IRAs but Not Non-ERISA 403(b)s
“I know that the applicability date of the Department of Labor’s (DOL)'s final fiduciary rule is on hold, but presuming...
TIAA Observes More Demand for Advice from Participants
Now that the online tools are available, approximately 10% of plan participants are receiving some form of advice from TIAA...
(b)lines Ask the Experts – Differing ‘Year of Service’ Definitions for Different Plan Provisions
“Our recordkeeper for our Employee Retirement Income Security Act (ERISA) 403(b) plan recently informed me that our plan document year...
Not-for-Profit Plan Sponsors Show Plan Management Improvement
Not-for-profit plan sponsors have come a long way since 403(b) regulations were passed with establishing prudent processes for their plans,...
Not-for-Profit Plan Sponsor Strategies to Meet Challenges
More effective and targeted communications can help, a study by TIAA finds.
(b)lines Ask the Experts – Maximum Permissible Vesting Schedule for Employer Contributions
“What is the current maximum permissible vesting schedule for employer contributions to a retirement plan?
(b)lines Ask the Experts – Rolling From a Governmental 457(b) to a 403(b)
“We are a private tax-exempt health care organization that sponsors a 403(b) plan. One of our new physicians used to...
DATAIR Gets Approval of 403(b) Pre-Approved Plan
The document can help plan sponsors ensure their 403(b) plan is compliant with IRS requirements in absence of the Determination...
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AXA Offers New Solution for DC Marketplace
The solution is an open architecture investment program with intuitive technology that allows for ease of set-up and ongoing management...
(b)lines Ask the Experts – What Are 410(b) and 401(a)(4) Tests?
“We recently established an ERISA 403(b) plan with both a base (discretionary) and a matching contribution at a newly created...
High Court Hears Oral Arguments in Church Plan Cases
The bulk of the oral arguments focused on the definition of a church plan set forth in Section 3(33) of...
Many Higher Education Faculty Feel Like Novice Investors
For faculty, when it comes to grading their own financial literacy—from budgeting to investing—this group of educators admit they’d give...
(b)lines Ask the Experts – When to Expect 403(b) Pre-Approved Plans
“I’ve been reading about the remedial amendment period for 403(b) plan documents. Does this mean that pre-approved 403(b) plans will...