Tag: 403(b) plans

“What are the combined limits for someone whose employer has both a nonprofit and affiliated for-profit organization, where the individual...

“One of our employees, who consistently defers the maximum to both our 403(b) retirement plan and 457(b) deferred compensation plans,...

A lawsuit alleges that the defendants failed to take advantage of the plans' bargaining power by only offering actively managed...

“I work with a higher education institution that is attempting to incentivize some of our faculty who have reached traditional...

More are using automatic plan features, fiduciary advisers and investment policy statements, PSCA finds.

IPX is a modernization of traditional recordkeeping platforms that serve plans with multiple providers.

“I work for a plan sponsor that maintains a 403(b) plan with annuity contracts.

“I was recently hired to work with an entity that is a Native American Tribal Government. Can it sponsor a...

While the first lawsuit focused on excessive recordkeeping, administrative and investment fees, the new lawsuit focuses specifically on the university’s...

In a decision granting victory to New York University, a federal judge noted “deficiencies in the Committee’s processes—including that several...

“Why are 403(b) plan assets generally not held in a trust?”

“The school has been deemed non-compliant with its contractual obligations regarding financial management as identified in the charter operating agreement,”...

In the first university 403(b) plans case to go to trial, a federal district court found the plaintiffs have not...

A federal judge denied dismissal of plaintiffs’ allegations that a prudent fiduciary would have chosen one—rather than two—recordkeepers; that a...

“Our 403(b) non-electing church plan offers safe-harbor hardship distributions. The plan also offers in-plan distributions of rollover contribution balances and...

Since the Supreme Court decision about the definition of church plan under the Employee Retirement Income Security Act, the Internal...

“I am aware from a prior Ask the Experts column that the Bipartisan Budget Act of 2018 made some changes...

“Is a custodial account 403(b) plan under IRC 403(b)(7) an “eligible retirement plan” for purposes of the direct rollover rules?...