Ask the Experts

Ask the Experts | October 4th, 2016

(b)lines Ask the Experts – Can CITs Be Used in 403(b)s?

“I read your Ask the Experts regarding exchange-traded funds (ETFs) and 403(b) plans, but what about collective investment trusts? Are they permissible investments in 403(b) plans?”

Ask the Experts | September 27th, 2016

(b)lines Ask the Experts – Changes to Consider As Plan Size Grows

“I work for a rapidly-growing nonprofit that just two years ago had a handful of employees; now, we have more than 100. We have sponsored an Employee Retirement...

Ask the Experts | September 20th, 2016

(b)lines Ask the Experts – Will Deferral Limits Rise for 2017?

“I’ve already read some estimates that the current 402(g) limit on retirement plan elective deferrals will rise $500 in 2017, to $18,500, while the age-50 catch-up will remain...

Ask the Experts | September 13th, 2016

(b)lines Ask the Experts – Are SPDs Needed for 457(b) Plans?

“I work for a large museum that sponsors multiple retirement plans.

Ask the Experts | September 6th, 2016

(b)lines Ask the Experts – Coverage Amount for Fiduciary Liability Insurance

“I know from a prior Ask the Experts column about the difference between a Fidelity Bond and Fiduciary liability coverage, but I had a question regarding the amount...

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Ask the Experts | August 30th, 2016

(b)lines Ask the Experts – What Is a Tiered Investment Lineup?

“The recordkeeper for our Employee Retirement Income Security Act (ERISA) 403(b) plan recommended that we switch to a tiered approach for our investment lineup."

Ask the Experts | August 23rd, 2016

(b)lines Ask the Experts – Excluding Temporary Employees

“I work with a 501(c)(3) tax-exempt that sponsors a 403(b) plan. The entity employs a large number of temporary workers since the entity engages in a lot of...

Ask the Experts | August 16th, 2016

(b)lines Ask the Experts – Beneficiary Rules for Non-ERISA Church Plans

“We are a denominational church plan that has not elected to be covered by the Employee Retirement Income Security Act (ERISA).

Ask the Experts | August 9th, 2016

(b)lines Ask the Experts – Are Governmental Plans Free From ERISA-Like Regulations?

“I was surprised to learn in your recent Ask the Experts column that governmental plans are always exempt from the rules of the Employee Retirement Income Security Act...

Ask the Experts | August 2nd, 2016

(b)lines Ask the Experts – 457(f) Plans and Proposed Regulations

“Our 403(b) plan recordkeeper informed us that the Internal Revenue Service (IRS) recently released proposed regulations regarding 457(f) plans.”

Ask the Experts | July 26th, 2016

(b)lines Ask the Experts – Can Governmental 403(b)s Elect to Be ERISA Plans?

A governmental 403(b) plan sponsor attending the non-ERISA 403(b) Update panel at the 2016 PLANSPONSOR National Conference asked a question.

Ask the Experts | July 18th, 2016

(b)lines Ask the Experts – Is A Financial Audit a Good Idea for a Non-ERISA Plan?

"We are a governmental 403(b) plan sponsor.

Ask the Experts | July 12th, 2016

(b)lines Ask the Experts – When Is a Loan Considered to Be in Default?

“I noticed that you have written a number of Ask the Experts columns regarding loan defaults, but none of those Q&As appear to answer a basic question that...

Ask the Experts | June 28th, 2016

(b)lines Ask the Experts – Delaying RMDs When Switching to Controlled Employer

“I work with the retirement plan of a private university that sponsors an Employee Retirement Income Security Act (ERISA) 403(b) plan.

Ask the Experts | June 14th, 2016

(b)lines Ask the Experts – Must Participant Loans Be Paid Upon Termination?

“Our recordkeeper insists that the final loan regulations require repayment of the loan upon termination of employment, but I have argued with them that this is not the...

Ask the Experts | June 7th, 2016

(b)lines Ask the Experts – Can Plan Sponsors Reduce Fiduciary Liability?

“I am a fiduciary for our ERISA retirement plan. Can I reduce my fiduciary liability or even eliminate it entirely?”

Ask the Experts | May 31st, 2016

(b)lines Ask the Experts – What to Do with Proxy Statements

“We just received a proxy statement, along with a request for voting, for one of the investments held in our company’s ERISA 403(b) plan. What should we do...

Ask the Experts | May 24th, 2016

(b)lines Ask the Experts – Can Tips for Reviewing SPDs Be Used for Other Plans?

“I recently read your Ask the Experts Column ‘Tips for Reviewing SPDs.’

Ask the Experts | May 17th, 2016

(b)lines Ask the Experts – Can Church Plan Employees Contribute More?

“Are there still rules that allow church employees to contribute more than they might normally be able to do under the existing contribution limits?”

Ask the Experts | May 10th, 2016

(b)lines Ask the Experts – Tips for Reviewing SPDs

“We just received a draft summary plan description (SPD) for our retirement plan for review.

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