October 21, 2008 (PLANSPONSOR (b)lines) - A plan adviser asks: "What exactly are the requirements for a church plan that has an employer match? Do they need a...
October 7, 2008 (PLANSPONSOR (b)lines) - In Part III (September 2, 2008), we talked about the 403(b) non-discrimination rule applicable to employee deferrals - referred to as the...
With the first Presidential debate still ringing in our ears, the first Vice-Presidential debate just hours away, and Congress - well, let's say just it's pretty obvious this...
September 16, 2008 (PLANSPONSOR (b)lines) - In the race to meet upcoming 403(b) regulations, sponsors have to clear a number of hurdles. By now you've probably overcome the...
September 16, 2008 (PLANSPONSOR (b)lines) - A plan provider asks: "A nonprofit organization, on the same date terminates its DB plan, initiates a 401k plan, and stops participant...
September 2, 2008 (PLANSPONSOR (b)lines) - A plan provider asks: "Assuming the requirements under 404(c) are met, is 404(c) protection available to 403(b) plan sponsors? If so, does...
September 2, 2008 (PLANSPONSOR (b)lines) - Yes, Virginia, the Internal Revenue Code does have non-discrimination rules for 403(b) plans. And the rules have been expanded in the Treasury...
The Olympics are already a distant memory for many, but despite the challenges of trying to keep up with events that are occurring halfway across the world, there...
Last week, the Department of Labor took another step toward finishing another piece of unfinished business when it proposed regulations necessary to implement (in confidence, anyway) the provisions...
August 19, 2008 (PLANSPONSOR (b)lines) - New 403(b) regulations include nondiscrimination rules and testing not previously required by the Internal Revenue Service.
At the moment, the industry is scrambling to respond to the DoL's call for comments on the proposed participant fee disclosure regulations by September 8.
August 5, 2008 (PLANSPONSOR (b)lines) - The good news is, if responses to PLANSPONSOR's (b)lines Compliance Survey are any indication, most 403(b) plan sponsors are on track to...