Tag: 457

Products | October 31st, 2014

Advanced Capital Group Opens Chicago Office

Advanced Capital Group (ACG) is opening a new office to support retirement plans and other institutional investors.

Compliance | September 29th, 2014

DOL Proposes Electronic Filing of Top Hat Plan Statements

September 29, 2014 (PLANSPONSOR.com) - The U.S. Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) proposed a regulation that...

Benefits | September 25th, 2014

Total Retirement Assets Reached $24 Trillion in Q2

September 25, 2014 (PLANSPONSOR.com) - Total U.S. retirement assets reached $24 trillion as of June 30, up 2.8% from $23.4...

Compliance | September 19th, 2014

Guidance Issued for Allocating After-Tax Amounts to Rollovers

September 19, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among...

Ask the Experts | September 9th, 2014

(b)lines Ask the Experts – 457 Deferrals and Plan Limits

September 9, 2014 (PLANSPONSOR (b)lines) – “I have a new employee who contributed to the retirement plans of his prior...

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Ask the Experts | August 5th, 2014

(b)lines Ask the Experts – Managing Form 5500 Filing for Multiple Plans

August 5, 2014 (PLANSPONSOR (b)lines) – “I work for a large nonprofit hospital, and through a series of acquisitions we...

Ask the Experts | July 22nd, 2014

(b)lines Ask the Experts – Employer Contribution Limits for 403(b)s and 457(b)s

July 22, 2014 (PLANSPONSOR (b)lines) – “I realize that there are separate 402(g) elective deferral limits for 457(b) and 403(b)...

Compliance | July 14th, 2014

Plan Administration for Employees Who Serve in the Military

July 14, 2014 (PLANSPONSOR.com) – Retirement plan sponsors should become familiar with laws covering employees who have served, or are...

Benefits | June 5th, 2014

Public Sector Needs More Retirement Readiness Help

June 6, 2014 (PLANSPONSOR.com) – The retirement readiness levels of employees in the public sector may not be as high...

Products | June 2nd, 2014

SPARK Institute Releases New RFP Guide

June 2, 2014 (PLANSPONSOR.com) – The SPARK Institute Business Ideas Exchange Committee has released its new “RFP Guide for Selecting...

Ask the Experts | May 13th, 2014

(b)lines Ask the Experts – EPCRS Corrections Available for 457 Top-Hat Plans

May 13, 2014 (PLANSPONSOR (b)lines) – “We are a 501(c)(3) private tax-exempt employer that sponsors a 457(b) top-hat plan for...

Products | May 1st, 2014

USRP Acquires Common Remitter Business

May 1, 2014 (PLANSPONSOR.com) – U.S. Retirement Partners (USRP), through its U.S. Employee Benefits Services Group (USEBSG) division, has acquired...

Benefits | March 24th, 2014

Reporting and Disclosure Requirements for Non-ERISA Plans

March 24, 2014 (PLANSPONSOR.com) – Financial and retirement services provider Prudential has created a 2014 Compliance Checklist for retirement plans...

Deals and People | March 20th, 2014

Great-West, Putnam to Combine Retirement Businesses

March 20, 2014 (PLANSPONSOR.com) – Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine...

Ask the Experts | March 18th, 2014

(b)lines Ask the Experts – Correcting 457 Plan “Unforeseeable Emergency” Distribution

March 18, 2014 (PLANSPONSOR (b)lines) – “We sponsor both a 403(b) plan and a 457(b) ‘top-hat’ deferred compensation plan for...

Compliance | March 5th, 2014

IRS Summarizes Voluntary Correction Choices for 457s

March 5, 2014 (PLANSPONSOR.com) - Some plan sponsors, under limited circumstances, may submit requests for voluntary correction to the Internal...

Benefits | March 4th, 2014

457s Popular Supplemental Retirement Plans for Governments

March 4, 2014 (PLANSPONSOR.com) – Supplemental retirement plans are important to employers and employees of state and local governments, says...

Benefits | February 11th, 2014

Employee Ruckus Stops Change in 457 Plan Provider

February 11, 2014 (PLANSPONSOR.com) – The Village of Forest Park, Illinois, has retreated from moving employee 457 retirement plan accounts...

Products | January 16th, 2014

The Principal Unveils Enroll-by-Text Service

January 16, 2014 (PLANSPONSOR.com) – A new service from the Principal Financial Group enables workers to enroll in an employer-sponsored retirement plan...

Products | December 23rd, 2013

National Life Group Expands 457(b) Presence

December 23, 2013 (PLANSPONSOR.com) - National Life Group will increase emphasis on marketing 457(b) plan solutions.

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