Compliance | May 30th, 2008 403(b) Annuities from Employee Organization are not ERISA Plans May 30, 2008 (PLANSPONSOR.com) - The U.S. District Court for the Western District of Washington has ruled that an employee...
Products | May 21st, 2008 ING Releases 403(b) Plan Document for Non-Profits May 21, 2008 (PLANSPONSOR.com) - ING has announced the availability of 403(b) documents for 501(c)(3) non-profit organizations.
Compliance | May 20th, 2008 (b)lines Ask the Expert – Rollover Clarification May 20, 2008 ((b)lines) - An adviser asks: "Based on the final 403(b) regs it appears the IRS will no...
Compliance | May 20th, 2008 (b)lines Series: 403(b) Final Regulations – Distributions May 20, 2008 ((b)lines) - Many of the new requirements for 403(b) plans will result in structures that look much...
Compliance | May 8th, 2008 EBSA Studying 403(b) Orphan Contract Problem May 8, 2008 (PLANSPONSOR.com) - A top Department of Labor (DoL) benefits regulator on Thursday revealed that the agency is...
Products | May 7th, 2008 SPARK Releases Final Best Practices and Sample ISA for 403(b)s May 7, 2008 (PLANSPONSOR.com) - The SPARK Institute released final versions of its "Best Practices for 403(b) Plans Information Sharing...
Benefits | May 6th, 2008 Is Your Plan Investment Menu Boxed In? May 6, 2008 ((b)lines) - If an investment committee for a participant-directed 403(b) is doing its job, the investment policy...
Benefits | May 6th, 2008 (b)lines Ask the Expert – Information Sharing Agreements May 6, 2008 ((b)lines) - A 403(b) plan sponsor asks: For the time frame between August 24, 2007, and December...
Compliance | May 2nd, 2008 DoL Offers Free Web Cast on Plan Filing Requirements May 2, 2008 (PLANSPONSOR.com) - If you're confused about the 5500 reporting requirements, the Department of Labor is ready to...
Benefits | May 2nd, 2008 NAGDCA Publishes 403(b) Q&A Document May 2, 2008 (PLANSPONSOR.Com) - A trade group representing public-sector defined contribution plans has released a Q&A document with information...
Products | April 29th, 2008 Fidelity Releases 403(b) Document Generator April 29, 2008 (PLANSPONSOR.com) - Fidelity Investments has introduced 403(b) Quick, a Web-based plan document tool designed to help tax-exempt...
Products | April 28th, 2008 New Partnership to Furnish 403(b) Plan April 28, 2008 (PLANSPONSOR.com) - David K. Young Consulting, LLC, a San Antonio-based retirement consultant, has partnered with 401k ASP,...
Products | April 24th, 2008 TIAA-CREF Puts Out 403(b) Guide April 24, 2008 (PLANSPONSOR.com) - TIAA-CREF has released a guide to new 403(b) regulations.
Benefits | April 22nd, 2008 403(b) Summit: How Vendors are Adapting to New 403(b) Regs April 22, 2008 (PLANSPONSOR.com) - Amelia Island, FL - The implementation of new Internal Revenue Service regulations for 403(b) programs...
Benefits | April 22nd, 2008 403(b) Summit: New Form 5500 Regs Mean "Scary" 2009 Plan Year for 403(b) Sponsors April 22, 2008 (PLANSPONSOR.com) - Amelia Island, FL - The "scary" time for 403(b) sponsors starts with the 2009 plan...
Benefits | April 22nd, 2008 403(b) Summit: 403(b) Sponsors' To-Do List Long and Getting Longer April 22, 2008 (PLANSPONSOR.com) - Amelia Island, FL - Attendees of a panel discussion on April 9 about the new...
Benefits | April 22nd, 2008 403(b) Summit: 403(b) Move to ERISA-like Structure not a Bad Thing April 22, 2008 (PLANSPONSOR.com) - Amelia Island, FL - A written plan document, coordination of distribution and transfer activity, contribution...
Benefits | April 22nd, 2008 403(b) Summit: New 403(b) Guidelines Require a Strategy April 22, 2008 (PLANSPONSOR.com) - Amelia Island, FL - The new 403(b) guidelines create the need for the evaluation of...
Benefits | April 22nd, 2008 403(b) Summit: IRS Reg Compliance – What Some Schools Have Done April 22, 2008 (PLANSPONSOR.com) - Amelia Island, FL - On day two of PLANSPONSOR's 403(b) Summit in Amelia Island, Florida,...
Benefits | April 22nd, 2008 403(b) Summit: With Investment Options, More Is Not Always Better April 22, 2008 (PLANSPONSOR.com) - Amelia Island, FL - When it comes to the size of a 403(b) plan's investment...