Tag: 403(b) plans

The provider of retirement planning services to public education and nonprofit organizations says that the websites provide information on retirement...

“I work for a firm that recently took over as third-party administrator (TPA) for the retirement plans of a large...

Allegations against Cammack LaRhette Advisors contend it gave “flawed advice” to plan fiduciaries regarding investments, which Cammack denies.

A federal judge had dismissed claims related to one of the university’s plans, but a new complaint, and a new...

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,...

“I work for a denominational church plan sponsor who maintains a 403(b) plan. We have a clergy member who has...

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...