Deals and People | December 16th, 2014 TSA Consulting Announces 403(b) Education Leader Sherry Marcolongo will oversee all 403(b) educational material at TSA Consulting Group.
Data and Research | December 16th, 2014 Nonprofits Could Do More to Encourage Retirement Savings Despite concerns about their employees' ability to save enough for retirement, few nonprofit 403(b) plan sponsors use targeted education or...
Participants | December 12th, 2014 Higher Education Employees Set Example for Retirement Savings College faculty and staff are better prepared for retirement than the general population, a survey finds.
Administration | December 10th, 2014 2015 Year in Preview Trends, legislation, regulations and litigation will continue to affect the retirement industry in 2015.
Data and Research | December 9th, 2014 TDFs Expected to Capture 90% of 401(k) Contributions Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.
Ask the Experts | December 9th, 2014 (b)lines Ask the Experts – Processing 403(b) Loan Defaults “I have some questions as to how 403(b) loan defaults are processed.
Ask the Experts | December 2nd, 2014 (b)lines Ask the Experts – Deferring 100% of Paycheck “I work at a museum, and one of our C-Suite employees realized she had not made salary deferrals to either...
Ask the Experts | November 25th, 2014 (b)lines Ask the Experts – Ongoing Notice Requirements “I realize there is an important upcoming deadline for certain plan notices—the QDIA, automatic enrollment, and ADP/ACP safe harbor plan...
Administration | November 19th, 2014 Emerging and Growing Trends in DC Plans A survey from Towers Watson reveals some emerging and growing trends in defined contribution plan design, investments, fees and communications.
Ask the Experts | November 18th, 2014 (b)lines Ask the Experts – Missing Spouses as Beneficiaries November 18, 2014 (PLANSPONSOR (b)lines) – “One of our new employees told us she does not wish to name her...
Ask the Experts | November 11th, 2014 (b)lines Ask the Experts – Should Fund Prospectuses Be Automatically Sent? November 11, 2014 (PLANSPONSOR (b)lines) – “I work at a 501(c)(3) social welfare organization that sponsors an Employee Retirement Income...
Administration | November 6th, 2014 Health System Offers to Cash Out Pensions Early Realizing its pension plan is unsustainable, the Singing River Health System in Mississippi is offering employees the option to cash...
Ask the Experts | November 4th, 2014 (b)lines Ask the Experts – When Must Fee Disclosures Be Sent? November 4, 2014 (PLANSPONSOR (b)lines) – “Now that the 5500 and Form-SSA filing has been completed, I am turning my...
Compliance | November 3rd, 2014 Enforcing Plan Limits for 403(b)s Not So Simple There are unique rules for 403(b) plans that make enforcing contribution and benefit limits not so straightforward.
Products | October 31st, 2014 Advanced Capital Group Opens Chicago Office Advanced Capital Group (ACG) is opening a new office to support retirement plans and other institutional investors.
Ask the Experts | October 28th, 2014 (b)lines Ask the Experts – Reporting Participants Who Have Withdrawn Accounts October 28, 2014 (PLANSPONSOR (b)lines) – “I noticed in our recently filed Form 8955-SSA, we report individuals who terminated employment,...
Compliance | October 24th, 2014 Another Church Plan Lawsuit Is Filed October 24, 2014 (PLANSPONSOR.com) – Employees and retirees of Daughters of Charity Health System filed a class action lawsuit alleging...
Benefits | October 21st, 2014 Higher Education Institutions Focusing More on Retirement Readiness October 21, 2014 (PLANSPONSOR.com) – Higher education institutions that offer a 403(b) or Roth 403(b) plan are adopting practices that...
Ask the Experts | October 21st, 2014 (b)lines Ask the Experts – Explaining Tax Withholding on Plan Distributions October 21, 2014 (PLANSPONSOR (b)lines) – “As the primary administrator for our 403(b) plan, I have difficulty explaining to participants...
Benefits | October 17th, 2014 Higher Education Plan Sponsors Step Up Their Game October 17, 2014 (PLANSPONSOR.com) – Higher education institutions are continuing to improve their retirement programs, a survey finds.