RMDs and Rehires
“I read an Ask the Experts column from a few years ago which stated that, if we hired someone older...
Tag: 403(b) plans
What 403(b) Plan Sponsors Can Learn From Recent Lawsuits
Steps can be taken to prevent a lawsuit, establish defenses if a lawsuit arises and buy fiduciary protection.
SEC Secures Fee Rebates for Faith-Based 403(b) Plan Sponsors
The SEC says Envoy Securities received at least $24,893.26 in 12b-1 fees in connection with investments in higher-fee share classes.
(b)lines Ask the Experts – FICA Difference Between 403(b)s and 401(k)s
“I read with great interest your recent Ask the Experts column about one-time irrevocable elections for 403(b) plans.
IRS Reminds 403(b) Plan Sponsors of Common Plan Errors
In a new publication, the IRS lists rules for 403(b) compliance and resources from the agency to help plan sponsors.
Emory University Excessive 403(b) Plan Fee Suit Moves Forward
However, one claim for which the motion to dismiss was granted by a federal judge was that the plan offered...
Church Plan Lawsuits Could Reverse 30 Years of Precedent
March 7, 2014 (PLANSPONSOR.com) - Recent court cases are not the first efforts to try to protect retirement assets for...
U.S. Intervenes in Church Plan Lawsuits
November 26, 2013 (PLANSPONSOR.com) – Currently there are five lawsuits questioning the appropriateness of “church plan” status for retirement plans...
Opinions |
(b)Mused: Knowledge Gap?
August 2, 2011 (PLANSPONSOR (b)lines) - At a recent family gathering I asked a cousin, who is a professor at...