Tag: 403(b) plans

While some claims were dismissed, others were moved forward.

On the motion for reconsideration of its previous choice to rule against summary dismissal, the court is quite skeptical. It...

“I have received so many emails etc. on tax reform, including articles that conflict with each other, that I am...

“I work for a denominational church entity where ministers can exclude a portion of their compensation from taxable income as...

“We are a 501(c)(3) private tax-exempt hospital that  sponsors a 403(b) plan. We have an employee who has been here...

“We are a private tax-exempt organization that currently uses a recordkeeper-provided document for its 403(b) plan. The document consists of...

“I work for a denominational church plan sponsor. Our plan permits contract exchanges (we have some inactive vendors in the...

In the new complaint, participants attempt to offer more evidence for claims that were dismissed in another pending lawsuit.

“Do the Experts have any Treats for us this Halloween, or only Tricks?”

“How do we determine which expenses are appropriate to be reimbursed from plan assets, and which expenses should not be...

“As we are preparing to finalize our 2016 Form 5500s in time for the extended deadline, a colleague of mine...

“I am new to the 403(b) world, having come from the 401(k) arena. I am quite familiar with mutual funds,...

The website offers digital tools, videos, tutorials and more to help plan sponsors in the tax-exempt field raise the retirement...

Generally, the overall effective date for 403(b) pre-approved plans are plan years beginning on or after January 1, 2010, but...

A federal court judge basically found many of the allegations stated normal business practices and the plaintiff did not offer...

“I read an Ask the Experts column from a few years ago which stated that, if we hired someone older...

The SEC says Envoy Securities received at least $24,893.26 in 12b-1 fees in connection with investments in higher-fee share classes.

“I read with great interest your recent Ask the Experts column about one-time irrevocable elections for 403(b) plans.

In a new publication, the IRS lists rules for 403(b) compliance and resources from the agency to help plan sponsors.