Ask the experts: (b)Lines

September 27, 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 Income Security Act (ERISA) 403(b) plan since the inception of the firm. Are there areas of plan governance to which a growing firm such as ours should pay particular attention?”

August 23, 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 project-related work for which it receives specific funding.

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