(b)lines Ask the Experts – Failure to Amend Plan Document
April 22, 2014 (PLANSPONSOR (b)lines) – “I read with great interest last week’s Q&A regarding the corrective procedure for failing...
Tag: 403b
(b)lines Ask the Experts – Correction for Failure to Adopt a Plan Document
April 15, 2014 (PLANSPONSOR (b)lines) – “I am working with a plan sponsor that thought it had executed a 403(b)...
Benefits |
What 401(k)s Can Learn from 403(b)s
April 9, 2014 (PLANSPONSOR.com) – Passage of 403(b) regulations in 2007 led 403(b) plans to adopt similar requirements and administration...
Products |
AXA Offers Retirement Education for Educators
April 8, 2014 (PLANSPONSOR.com) – During National Retirement Planning Week, AXA is emphasizing the need to teach teachers about the...
(b)lines Ask the Experts – Delay of Pre-Approved Plan Documents
April 8, 2014 (PLANSPONSOR (b)lines) – “Are we expecting vendor-provided 403(b) prototype documents anytime soon? I seem to recall from...
(b)lines Ask the Experts – Differences in RMDs for 403(b) Plans
April 1, 2014 (PLANSPONSOR (b)lines) – “I have traditionally worked with 401(k) plans, but my new employer sponsors a 403(b)...
Opinions |
(b)est Practices: Plan-Level Investment Selection/De-Selection
March 28, 2014 (PLANSPONSOR.com) - Maintaining an investment menu is a somewhat different task than building one from scratch.
IRS Modifies Procedures for Pre-Approved 403(b)s
March 26, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has modified Revenue Procedure 2013-22, which sets forth procedures for...
Benefits |
Reporting and Disclosure Requirements for Non-ERISA Plans
March 24, 2014 (PLANSPONSOR.com) – Financial and retirement services provider Prudential has created a 2014 Compliance Checklist for retirement plans...
Benefits |
Helping DB, DC and 403(b) Plans Comply with ERISA
March 24, 2014 (PLANSPONSOR.com) – Financial and retirement services provider Prudential has released a checklist to help plan sponsors of...
Great-West, Putnam to Combine Retirement Businesses
March 20, 2014 (PLANSPONSOR.com) – Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine...
DOL Seeks Fiduciary for Abandoned 403(b)
March 20, 2014 (PLANSPONSOR.com) – The Department of Labor (DOL) is seeking approval to have an independent fiduciary appointed for...
Benefits |
N.C. Launches 403(b) Option for Educators
March 20, 2014 (PLANSPONSOR.com) – North Carolina K-12 educators now have an additional retirement vehicle open to them.
Benefits |
Rockville Centre Diocese Moving to 403(b)
March 14, 2014 (PLANSPONSOR.com) – The Diocese of Rockville Centre on Long Island is eliminating its defined benefit pension plan.
Opinions |
IRS Linking 403(b) Plans to Former 501(c)(3) Organizations
March 14, 2014 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has rolled out its next 403(b) Compliance Check questionnaire.
(b)lines Ask the Experts – Plan Participation by Related LLCs
March 11, 2014 (PLANSPONSOR (b)lines) – “Our college, a tax exempt 501(c)(3) organization, maintains a separate offsite center in Washington,...
(b)lines Ask the Experts – Which States Have Fiduciary Laws for 403(b)s?
March 4, 2014 (PLANSPONSOR (b)lines) – “I realize that fiduciary responsibility is quite clear in 403(b) plans that are subject...
(b)lines Ask the Experts – Incentivizing 403(b) Participants to Retire
February 25, 2014 (PLANSPONSOR (b)lines) – “Our university is attempting to put together a faculty retirement incentive plan.
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PSCA Opens 403(b) Plan Survey
February 25, 2014 (PLANSPONSOR.com) - Non-profit organizations that sponsor 403(b) plans are asked to participate in the 2014 Plan Sponsor...
(b)lines Ask the Experts – Catching Up on Limits, Testing and Form 5500
February 18, 2014 (PLANSPONSOR (b)lines) – “Yet another snow day for me with a cancelled meeting, so I have some...