Ask the Experts | December 4th, 2012 (b)lines Ask the Experts – ERISA Plan Effect on Non-ERISA Plan Status December 4, 2012 (PLANSPONSOR (b)lines) – “We are a 501(c)(3) private nonprofit who, up until this point, have operated an...
Ask the Experts | November 27th, 2012 (b)lines Ask the Experts – Does This Church Have a Plan? November 27, 2012 (PLANSPONSOR (b)lines) – “A ‘steeple church’ group (a Diocese of a large denomination) allows employees at all...
Ask the Experts | November 20th, 2012 (b)lines Ask the Experts – Replacing a non-ERISA with an ERISA Plan November 20, 2012 (PLANSPONSOR (b)lines) – “I work with a plan sponsor who terminated a non-ERISA 403(b) plan a few...
Products | November 16th, 2012 Saint Louis University Pares Down to One Recordkeeper November 16, 2012 (PLANSPONSOR.com) - Saint Louis University has selected one company to manage its 403(b) defined contribution retirement plan.
Opinions | November 16th, 2012 IRS Making Its 403(b) Checklist…and Checking it Twice November 16, 2012 (PLANSPONSOR (b)lines) - The prospect of an Internal Revenue Service (IRS) 403(b) audit can be daunting, but...
Ask the Experts | November 13th, 2012 (b)lines Ask the Experts – Disasters and Hardship Withdrawal Requests November 13, 2012 (PLANSPONSOR (b)lines) – “Our firm employs several individuals whose homes were damaged or destroyed by Hurricane Sandy,...
Benefits | November 6th, 2012 Aurora Health Care Moves to 403(b) November 6, 2012 (PLANSPONSOR.com) - The largest private-sector employer in the Milwaukee area has ended its traditional pension plan.
Benefits | November 6th, 2012 Presbyterian Healthcare Freezes DB November 6, 2012 (PLANSPONSOR.com) - Presbyterian Healthcare Services will freeze its defined benefit pension plan effective January 1.
Benefits | November 6th, 2012 Plan Design Decisions for Tax-Exempt Employers November 6, 2012 (PLANSPONSOR.com) – Tax-exempt organizations deciding which type of retirement plan to offer employees need to know the...
Ask the Experts | October 30th, 2012 (b)lines Ask the Experts – SMM Required After Plan Change? October 30, 2012 (PLANSPONSOR (b)lines) – “We recently had an amendment to our ERISA 403(b) plan consolidating our number of...
Opinions | October 26th, 2012 15-Year Catch-Up: The “Dinosaur" of 403(b) Plans? October 26, 2012 (PLANSPONSOR (b)lines) - The 15-year catch-up election has been an institution in the 403(b) plan marketplace for...
Ask the Experts | October 23rd, 2012 (b)lines Ask the Experts – Who Gets a Summary Annual Report? October 23, 2012 (PLANSPONSOR (b)lines) – “We have several employees here who do not elect to participate in our retirement...
Benefits | October 17th, 2012 Retirement Picture Rosier for Health Care Workers October 17, 2012 (PLANSPONSOR.com) – Despite being younger than others, on average, workers at...
Ask the Experts | October 16th, 2012 (b)lines Ask the Experts – Rollovers Versus Transfers October 16, 2012 (PLANSPONSOR (b)lines) – “A lot of our 403(b) plan participants have been confusing rollovers with transfers of...
Benefits | October 12th, 2012 Room for Improvement in Higher Ed. Retirement Plans October 12, 2012 (PLANSPONSOR.com) – A Fidelity report finds higher education retirement plan sponsors lag behind sponsors in other sectors...
Deals and People | October 9th, 2012 Mercer Hammond Appoints Nonprofit Leaders October 9, 2012 (PLANSPONSOR.com) – Mercer Hammond named national segment leaders of not-for-profit health care, higher education endowments, and foundations...
Ask the Experts | October 9th, 2012 (b)lines Ask the Experts – Match Maximization Problem October 9, 2012 (PLANSPONSOR (b)lines) – “Our firm sponsors a 403(b) plan where we match 100% of employee elective deferrals,...
Opinions | September 28th, 2012 Does 403(b) Data Sharing Really Aid ERISA Compliance? September 28, 2012 (PLANSPONSOR.com) - Imagine a world where business competitors cooperate to provide consumers with the best possible goods...
Benefits | September 25th, 2012 Health Care Employers Embracing 403(b) Enhancements September 25, 2012 (PLANSPONSOR.com) – A record number of health care organizations are offering...
Ask the Experts | September 25th, 2012 (b)lines Ask the Experts – Can Independent Contractors Participate? September 25, 2012 (PLANSPONSOR (b)lines) – “Can an independent contractor participate in a 403(b) plan sponsored by a tax-exempt 501(c)(3)...