Compliance | May 29th, 2015 Teachers Sue over Illegal Post-Retirement 403(b) Contributions The retired teachers say they were subject to taxes to which they would not have been if the school district...
Ask the Experts | May 26th, 2015 (b)lines Ask the Experts – Prior (b)lines Ask the Experts Articles “I very much enjoy Ask the Experts, but am sometimes unable to keep up-to-date on the column, and wonder if...
Ask the Experts | May 19th, 2015 (b)lines Ask the Experts – Difference Between 403(b) and 401(k) Vendor Contracts “I am a benefits manager who recently became employed at a large nonprofit after having been in the corporate world.
Compliance | May 15th, 2015 Church Plan Case Reaches Settlement The settlement agreement provides for the retirement plan sponsor to offer ERISA-like protections for its church plan.
Compliance | May 11th, 2015 Courts Split on Definition of Church Plan A recent decision has courts evenly split on cases challenging retirement plans’ “church plan” status.
Compliance | May 7th, 2015 Reminder to Keep Eligibility to Sponsor 403(b) Only certain tax-exempt employers are eligible to sponsor an Internal Revenue Code Section 403(b) plan.
Ask the Experts | May 5th, 2015 (b)lines Ask the Experts – Will the DOL Proposal Make Me a Fiduciary? Part II “I read with great interest your recent Ask the Experts column about a benefits manager who worked with consultants to...
Ask the Experts | April 28th, 2015 (b)lines Ask the Experts – Employer Contribution Availability for Hardship Withdrawals “Can employer contributions to 403(b)(1) fixed/variable annuities be withdrawn for financial hardship? I reviewed the 403(b) regulations in this regard,...
Products | April 22nd, 2015 Massachusetts Firm Unveils EZ Plan Revzon Consulting Group has introduced the EZ B Plan, a low-cost 403(b) plan for small non-profit organizations and municipalities.
Ask the Experts | April 21st, 2015 (b)lines Ask the Experts – Will the DOL’s New Proposal Make Me a Fiduciary? “As an employee benefits manager for a large nonprofit hospital, I work with our plan consultants to put together investment...
Ask the Experts | April 14th, 2015 (b)lines Ask the Experts – Who Is the Plan Administrator? “Do the Experts know who/what is the Plan Administrator?
Ask the Experts | April 7th, 2015 (b)lines Ask the Experts – Which 403(b) Plan Is the Oldest? “Since our University is currently on spring break I thought that I would take the time to ask the Experts...
Ask the Experts | March 31st, 2015 (b)lines Ask the Experts – Retirement Plans Allowed for Rural Cooperatives “I am an adviser who primarily works with 403(b) plans. A potential client has surfaced that is like nothing I...
Compliance | March 31st, 2015 SEC Opens Door for Non-ERISA Plan Fee Disclosures The SEC received a letter saying fee disclosures would also benefit participants of non-ERISA retirement plans.
Ask the Experts | March 24th, 2015 (b)lines Ask the Experts – Is There a Restriction on Number of Investments? “We have hundreds of investments in our ERISA 403(b) retirement plan (NOT a brokerage window, but hundreds of actual investment...
Data and Research | March 18th, 2015 Retirement Plan Assets Reach $21.5 Trillion Public sector retirement plan assets have exceeded $4 trillion for the first time, according to a Spectrem market report.
Products | March 18th, 2015 ERISApedia.com Publishes Fiduciary Responsibility eSource Burrmont Compliance Labs, LLC announces a guide to ERISA fiduciary responsiblities is now being published on ERISApedia.com.
Ask the Experts | March 17th, 2015 (b)lines Ask the Experts – Notification of Funds on ‘Watch’ Status “As part of the quarterly due diligence process for our ERISA 403(b) plan, the committee, from time to time, places...
Products | March 12th, 2015 Retirement Advisor Council Releases RFP Tool The Retirement Advisor Council unveiled a free template request for proposal questionnaire for use by higher education institutions looking to...
Administration | March 12th, 2015 Boosting Plan Participation Without Auto-Enrollment For most non-ERISA 403(b) plans, automatic enrollment is not an option.