(b)lines Ask the Experts – Eligibility Requirement Restrictions for Dual Status Sponsors
September 7, 2010 (PLANSPONSOR (b)lines) – In an ERISA 403(b) plan, a plan may require a two-year service requirement for...
Tag: 403b
Benefits |
Most Large 403(b)s Have not Filed Form 5500
August 31, 2010 (PLANSPONSOR.com) – An EAlert from the American Institute of Certified Plan Accountants (AICPA) says most large 403(b)...
(b)lines Ask the Experts – Requiring Transfer before Taking a Loan
August 31, 2010 (PLANSPONSOR (b)lines) – A plan sponsor wishes to disallow participant loans from vendors that are no longer...
Opinions |
Back to School with Your 403(b) Program
August 31, 2010 (PLANSPONSOR (b)lines) - As the new school year begins, educators are busy organizing their classrooms and lesson...
Products |
SPARK Adds to Q&A for 403(b) Best Practices
August 25, 2010 (PLANSPONSOR.com) - The SPARK Institute has posted more than 20 answers to new questions it has received...
Products |
SPARK Issues Draft Best Practices for 403(b)s Filing Form 5500
August 24, 2010 (PLANSPONSOR.com) - The SPARK Institute has released for public comment draft Best Practices for ERISA-covered 403(b) plans that...
(b)lines Ask the Experts – No Plan Document
August 24, 2010 (PLANSPONSOR (b)lines) – A 403(b) plan does not yet have a written plan document, what should the...
Products |
U.S. Retirement Partners Adds to 403(b) Network
August 19, 2010 (PLANSPONSOR.com) - U.S. Retirement Partners (USRP) has acquired United Specialty Benefits (USB), which will be part of...
Products |
TIAA-CREF Gets Nod by NC School District
August 17, 2010 (PLANSPONSOR.com) – TIAA-CREF has been selected by the Chapel Hill-Carrboro City Schools in North Carolina as a...
(b)lines Ask the Experts – Dual Entities
August 17, 2010 (PLANSPONSOR (b)lines) – A hospital is both an instrumentality of a state or a political subdivision of a state within...
Opinions |
Retirement Planning Education in Health Care Organizations
With the economic downturn of the past few years, retirement education has become more important than ever for plan sponsors...
Benefits |
Participants at Non-Profits Seeking Portfolio Mix Guidance
August 9, 2010 (PLANSPONSOR.com) – The number of participants in Fidelity Investments’-administered plans at tax-exempt organizations who sought in-person or...
(b)lines Ask the Experts – Universal Availability and Excluding Compensation
August 3, 2010 (PLANSPONSOR (b)lines) – A reader asks: “Does the Universal Availability requirement mean that the plan document cannot...
Opinions |
Exercising Fiduciary Authority and Control over the Investment Menu in ERISA 403(b) Plans
Many employers sponsoring 403(b) plans recently modified their arrangements as a result of the final regulations under Section 403(b) of...
Benefits |
PSNC 2010: Roth Accounts, not Just for the Highly Compensated
August 3, 2010 (PLANSPONSOR.com) – There has been a lot of talk since Roth 401(k)s and 403(b)s have been introduced...
Benefits |
PSNC 2010: Fixing 403(b) Mistakes
August 3, 2010 (PLANSPONSOR.com) – Sponsors of 403(b) plans have had a lot to do in a short amount of...
Benefits |
PSNC 2010: Building a Better 403(b) Menu
August 3, 2010 (PLANSPONSOR.com) – Sponsors of 403(b) plans can follow 401(k) plan sponsors’ lead in developing processes to build...
Products |
CPI to Offer Symetra Daily Value Fixed Account
August 2, 2010 (PLANSPONSOR.com) - Symetra Life Insurance Company announced its Daily Value Fixed Account (Daily Value) feature for retirement...
Opinions |
PSNC Talking Points
August 1, 2010 (PLANSPONSOR.com) – Even the most diligent registrant at the recent PLANSPONSOR National Conference (PSNC)...
Opinions |
Vendor Consolidation in Higher Education: Getting More from Less
Today’s plan sponsors are operating in an increasingly complex environment. Changes to the 403(b) regulations have introduced new levels of...