Ask the Experts | July 21st, 2015 (b)lines Ask the Experts – Due Diligence Before Mergers “I work at a health care facility where we are considering merging with another facility.
Ask the Experts | July 14th, 2015 (b)lines Ask the Experts – Nondiscrimination Testing Required for 403(b)s “What types of nondiscrimination tests are required for 403(b) plans? For example, is a top-heavy test required?”
Compliance | July 10th, 2015 Report Rounds Up Retirement Reform Needed A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the...
Data and Research | July 9th, 2015 Survey Reveals Why 403(b) Plans Need Advisers “There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.
Data and Research | July 9th, 2015 More 403(b) Sponsors Contributing to Employee Accounts The seventh annual benchmarking survey of 403(b) plans from the PSCA found a significant increase in the number of plans...
Products | July 8th, 2015 ERISApedia Adds Plan Administration Guidance Forms The Fiduciary Responsibility eSource on ERISApedia.com has been expanded with new forms that guide retirement plan officials through key administration...
Administration | July 7th, 2015 Nuances of 403(b) Plan Investment Menus The creation of the modern 401(k) is a complicated story, but the emergence of today’s tax-qualified 403(b) plan is an...
Ask the Experts | July 7th, 2015 (b)lines Ask the Experts – Can the 15-Year Catch Up Be Phased Out? “I just read the June 30th Ask the Experts Column about 15-year catch-up, and had a question about the final...
Compliance | July 2nd, 2015 Advisory Committee Suggests Additional Guidance for 403(b)s Seven years after IRS regulations were implemented, 403(b) plans still have trouble with compliance.
Compliance | July 1st, 2015 Tips for Surviving an IRS Plan Audit An HR director from Vanderbilt University shared tips from her IRS 403(b) plan audit experience with attendees of the NTSA...
Ask the Experts | June 30th, 2015 (b)lines Ask the Experts – Should the 15-Year Catch Up Be Eliminated? “Do the experts have any thoughts on the 15-year catch-up election?
Administration | June 29th, 2015 Introducing Automatic Enrollment to K-12 403(b)s “In 22 states, plan sponsors can use automatic enrollment right away,” said Matt Spina, executive vice president and chief operating...
Ask the Experts | June 23rd, 2015 (b)lines Ask the Experts – Form 5500 Fee Info Doesn’t Match Plan Expenses “I am commencing the process of reviewing the 2014 Form 5500 for our calendar-year ERISA 403(b) plan.
Participants | June 23rd, 2015 Personal Analysis Needed for Faculty Reluctant to Retire Unconfirmed assumptions often appear to underlie a reluctance to retire.
Administration | June 19th, 2015 Non-ERISA 403(b)s Off the Radar Non-ERISA 403(b)s are not under regulatory scrutiny. Is that a good thing or bad thing?
Deals and People | June 17th, 2015 Bogdahn Group Expands DC Investment Consulting Team Paul Murray has experience working with hospital and higher education 401(k)s and 403(b)s.
Ask the Experts | June 16th, 2015 (b)lines Ask the Experts – Do We Have to Hire an Outside Adviser? “I work at a Employee Retirement Income Security Act (ERISA) 403(b) plan sponsor. We currently do NOT engage an investment...
Ask the Experts | June 9th, 2015 (b)lines Ask the Experts – What Is Gamification? “A representative from the recordkeeper for our 403(b) plan referred to the concept of ‘gamification’ the other day.
Products | June 2nd, 2015 New Retirement Plan Program Targets Not-for-Profits A work place solution from Transamerica and Merrill Lynch expands offerings for 403(b) clients.
Ask the Experts | June 2nd, 2015 (b)lines Ask the Experts – What Is a 1035 Exchange? “I received a form from a participant in our 403(b) plan requesting a “1035 exchange”. What in the world is...