Deals and People | January 28th, 2013 PLANSPONSOR’s 2013 Plan Sponsor of the Year Finalists January 28, 2013 (PLANSPONSOR.com) - Each year, the editors of PLANSPONSOR magazine—the industry’s leading resource for retirement-benefits related news—recognize plan...
Opinions | January 25th, 2013 The Increased Availability of Roth In-Plan Conversions January 25, 2013 (PLANSPONSOR.com) - The American Taxpayer Relief Act of 2012 included a provision liberalizing in-plan Roth conversion rules...
Compliance | January 24th, 2013 IRS Voluntary Correction Program Forms Available January 24, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has released Voluntary Correction Program (VCP) forms.
Compliance | January 22nd, 2013 IRS Holding Correction Program Phone Forums January 22, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) scheduled two phone forums to discuss...
Ask the Experts | January 22nd, 2013 (b)lines Ask the Experts – Monitoring Deferral and Catch-Up Limits January 22, 2013 (PLANSPONSOR (b)lines) – “In 2013, I am aware that the elective deferral limits to a 403(b) plan...
Opinions | January 18th, 2013 Developing a Participant Education Strategy January 18, 2013 (PLANSPONSOR.com) - Resolutions are abound this New Year—many of which are financial in nature and involve decisions...
Products | January 17th, 2013 Firm Rolls Out Retirement Income Planning Tool January 17, 2013 (PLANSPONSOR.com) – Washington Investment Advisors, a consultant to sponsors of public...
Deals and People | January 16th, 2013 Lincoln Financial Expands IRD Team January 16, 2013 (PLANSPONSOR.com) – Lincoln Financial Retirement Plan Services aims to grow its presence in the government sector with...
Ask the Experts | January 15th, 2013 (b)lines Ask the Experts – Correcting Excess 2012 Deferrals January 15, 2013 (PLANSPONSOR (b)lines) – “We discovered today that we have a participant in one of our retirement plans...
Products | January 15th, 2013 TIAA-CREF Offers Plan Sponsor Education January 15, 2013 (PLANSPONSOR.com) – The latest thought leadership from TIAA-CREF addresses fiduciary responsibilities and plan sponsor concerns.
Benefits | January 11th, 2013 Retirement Concerns Plague Nonprofit Employees January 11, 2013 (PLANSPONSOR.com) - About 45% of all employees in the nonprofit sector are not confident with their ability...
Ask the Experts | January 8th, 2013 (b)lines Ask the Experts – Taxation for Beneficiaries Younger than 59½ January 8, 2013 (PLANSPONSOR (b)lines) – “A participant in our retirement plan recently died and she was not married, so...
Opinions | January 4th, 2013 Updated Plan Correction Guidance – What You Can Expect January 4, 2013 (PLANSPONSOR.com) - Now that we have survived the warnings of a global apocalypse on December 21, 2012,...
Ask the Experts | December 18th, 2012 (b)lines Ask the Experts – “Gifts” for 403(b) Sponsors December 18, 2012 (PLANSPONSOR (b)lines) – “Since I think I've been a good little plan sponsor this year, what should...
Benefits | December 14th, 2012 Mandatory Retirement Plans Help Higher Ed. Employees December 14, 2012 (PLANSPONSOR.com) – Mandatory defined contribution (DC) retirement plans have been prevalent...
Ask the Experts | December 11th, 2012 (b)lines Ask the Experts – Still No Prototype Program December 11, 2012 (PLANSPONSOR (b)lines) – “Another year has come and gone, and it appears that we will still be...
Opinions | December 7th, 2012 Top Trends in the Retirement Plans Industry December 7, 2012 (PLANSPONSOR.com) - This has been was a year marked by meaningful changes influencing the retirement savings environment.
Benefits | December 6th, 2012 Paring Down Providers: A 403(b) Sponsor’s Experience December 6, 2012 (PLANSPONSOR.com) – Southern Methodist University (SMU) shared during a recent event its experience paring down to one...
Benefits | December 6th, 2012 Higher Ed. Plan Sponsors Looking to Simplify December 6, 2012 (PLANSPONSOR.com) – Survey findings reveal that simplifying investment options is a top challenge for plan sponsors in...
Benefits | December 4th, 2012 403(b)s Report Little Impact from Fee Disclosure December 4, 2012 (PLANSPONSOR.com) - New Department of Labor fee disclosure regulations have not resulted in significant changes for 403(b)...