Tag: 403b

Products | January 7th, 2011

VALIC’s Turner Appointed to ERISA Advisory Council

January 7, 2011 (PLANSPONSOR.com) - Richard Turner, VALIC Vice President and Deputy General Counsel, has been appointed to the U.S....

Ask the Experts | January 4th, 2011

(b)lines Ask the Experts – Definition of Participant for W-2

January 4, 2011 (PLANSPONSOR (b)lines) – My payroll department has indicated to me that they must check off a box...

Benefits | January 4th, 2011

NTSAA Summit Identifies Issues between Sponsors and Providers

January 4, 2011 (PLANSPONSOR (b)lines) – The National Tax Sheltered Accounts Association says many 403(b) sponsors do not determine whether...

Ask the Experts | December 28th, 2010

(b)lines Ask the Experts – Amending Plans for the HEART Act

December 28, 2010 (PLANSPONSOR (b)lines) – Retirement plans should be amended for provisions of the Heroes Earnings Assistance and Relief...

Compliance | December 21st, 2010

9th Circuit Clears NEA in Annuity Sales Flap

December 21, 2010 (PLANSPONSOR.com) – A federal appellate court has ruled that the National Education Association (NEA) cannot be held...

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Opinions | December 21st, 2010

IMHO: Naughty or Nice?

December 21, 2010 (PLANSPONSOR.com) - A few years back—when my kids still believed in the reality of Santa...

Benefits | December 21st, 2010

The New World of 403(b) Retirement Plans

December 21, 2010 (PLANSPONSOR.com) - Panelists in a recent Webcast discussed how regulatory changes are affecting ongoing administration of 403(b)...

Benefits | December 21st, 2010

Boston Archdiocese Moving to 403(b) Plan

December 21, 2010 (PLANSPONSOR.com) - The Roman Catholic Archdiocese of Boston says it will freeze pensions for about 10,000 church...

Compliance | December 16th, 2010

IRS Allows for Commingling of Retirement Assets in Group Trusts

December 16, 2010 (PLANSPONSOR.com) – The Internal Revenue Service has issued Revenue Ruling 2011-01, modifying the rules for group trusts.

Benefits | December 14th, 2010

Comparing DC Plan Behavior of For-Profit and Not-For-Profit Employees

December 14, 2010 (PLANSPONSOR.com) – While a comparison of retirement savings behaviors of for-profit and not-for-profit employees found more similarities...

Benefits | December 14th, 2010

403(b) Plans Surviving the Economic and Regulatory Climate

December 14, 2010 (PLANSPONSOR.com) – A snapshot survey of 403(b) plan sponsors by the Profit Sharing/401k Council of America (PSCA)...

Benefits | December 14th, 2010

403(b) Sponsors Could Improve on Investment and Plan Monitoring

December 14, 2010 (PLANSPONSOR.com) – A newly released study by the Profit Sharing/401(k) Council of America found less than half...

Products | December 14th, 2010

MassMutual Helps Non-Profits Consolidate 403(b) Assets

December 14, 2010 (PLANSPONSOR.com) – In 2010, MassMutual has seen the demand from non-profits to consolidate 403(b) assets increase exponentially...

Products | December 14th, 2010

NC Hospital Chooses VALIC as 403(b) Provider

December 14, 2010 (PLANSPONSOR.com) – VALIC has been selected as the exclusive 403(b) plan provider by Betsy Johnson Regional Hospital...

Deals and People | December 13th, 2010

Diversified Announces New West Coast Sales Exec

December 13, 2010 (PLANSPONSOR.com) - Diversified Investment Advisors announced that Greg T. Hodges has joined the company as a sales...

Compliance | December 7th, 2010

NY 403(b) Fee Suit Dismissed – Again

December 7, 2010 (PLANSPONSOR.com) – A federal judge in New York has thrown out a lawsuit by two school teacher...

Compliance | December 7th, 2010

403(b) Webcast: IRS Audit Results

December 7, 2010 (PLANSPONSOR.com) – In a recent PLANSPONSOR Webcast, sponsored by MetLife, Daniel S. Gardner, Senior Employee Plan Specialist...

Benefits | December 7th, 2010

IRS Audit: A 403(b) Plan Sponsor’s Experience

December 7, 2010 (PLANSPONSOR.com) - Karen Janway, Director, Benefits and Administrative Support, Presbyterian Healthcare Services, has been through three Internal...

Benefits | November 30th, 2010

Impact of Fee Disclosure on 403(b)s

November 30, 2010 (PLANSPONSOR (b)lines) – New fee disclosure rules from the U.S. Department of Labor (DoL) present unique challenges to...

Ask the Experts | November 30th, 2010

(b)lines Ask the Experts – Aggregating Accounts for RMDs

November 30, 2010 (PLANSPONSOR (b)lines) – If an individual is a participant in more than one 403(b) plan or the...

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