(b)lines Ask the Experts – 415(m) Plans Part II
October 8, 2013 (PLANSPONSOR (b)lines) – “I had never heard of 415(m) plans before.
Tag: 403b
(b)lines Ask the Experts – Avoiding Form 5500 Errors
October 1, 2013 (PLANSPONSOR (b)lines) – “I recently received my “signature-ready” 2012 5500 filing that is due on October 15th,...
(b)lines Ask the Experts – What Is a 415(m) Plan?
September 24, 2013 (PLANSPONSOR (b)lines) – “I recently started working for a public university. Apparently one of the plans they...
Benefits |
Cleaning Up Loose Ends for 403(b)s
September 23, 2013 (PLANSPONSOR.com) – The scramble may be over to get into compliance with new 403(b) regulations passed in...
Benefits |
Higher Ed. Institutions See Benefits of Sole 403(b) Provider
September 19, 2013 (PLANSPONSOR.com) – Another higher education institution has moved to a sole recordkeeper model for its 403(b) plan.
(b)lines Ask the Experts – Permitting Loans After a Loan Default
September 17, 2013 (PLANSPONSOR (b)lines) – “Our 403(b) plan vendor has been permitting plan participants to reborrow from the plan...
Opinions |
Pension Changes Make Educators' Road to Retirement Tougher
September 13, 2013 (PLANSPONSOR.com) - Many education professionals have worked their entire careers toward a pension benefit that was likely...
(b)lines Ask the Experts – 403(b) Assets and Medicaid Eligibility
September 10, 2013 (PLANSPONSOR (b)lines) – “A participant in our 403(b) plan came to us with a question regarding Medicaid...
Benefits |
Pluses to Nonprofits Using 403(b) Plans
September 9, 2013 (PLANSPONSOR.com) – There are a number of advantages to using a 403(b) retirement plan for nonprofit organizations.
Opinions |
A Lesson Plan for Life
August 30, 2013 (PLANSPONSOR.com) - As educators around the country organize their classrooms for returning students, many are busy preparing...
Benefits |
Savings Cap Could Impact More Than Previously Believed
August 27, 2013 (PLANSPONSOR.com) – The presidential proposal to cap retirement savings could affect even more workers than previously thought,...
ASPPA Asks IRS to Clarify LRMs for 403(b) Plans
August 26, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) has sent comments to the Internal...
Benefits |
DC Plans an Important Part of Higher Ed. Benefits
August 20, 2013 (PLANSPONSOR.com) – Defined contribution (DC) plans are becoming a stronger component of higher education institutions’ benefit offerings.
(b)lines Ask the Experts – Putting Excess Contributions into 457 Plans
August 20, 2013 (PLANSPONSOR (b)lines) – “We are a 501(c)(3) tax-exempt organization that sponsors a 403(b) plan and a 457(b)...
SPARK Institute Seeks IRS 403(b) Guidance
August 13, 2013 (PLANSPONSOR.com) – The SPARK Institute has requested guidance from the Internal Revenue Service (IRS) relating to 403(b)...
(b)lines Ask the Experts – Using Base Pay to Calculate Deferrals
August 13, 2013 (PLANSPONSOR (b)lines) – “Our matching 403(b) plan has always used the same definition of compensation to determine...
Products |
Plan Sponsor of the Year Finalist Revamps Plan
August 9, 2013 (PLANSPONSOR.com) – Syracuse University, along with its exclusive retirement plan provider, TIAA-CREF, have announced a revamped plan.
Benefits |
Participant Demographics, Behavior Vary by Plan Type
August 7, 2013 (PLANSPONSOR.com) – Participant demographics and behavior vary by plan type, an analysis shows.
Strategic Retirement Group Expands Team
August 7, 2013 (PLANSPONSOR.com) – Peter Margiotta has joined Strategic Retirement Group as Managing Director of Retirement Plan Services.
(b)lines Ask the Experts – Clarification of Dates Used for Fee Disclosure
August 6, 2013 (PLANSPONSOR (b)lines) – “In a recent Ask the Experts column, you stated it was permissible to use...