Compliance | September 24th, 2012 403(b)s Relieved From SEC Rule in Certain Situations September 24, 2012 (PLANSPONSOR.com) – 403(b)s have been excused by the Securities and Exchange Commission (SEC) from obtaining certain acknowledgements.
Ask the Experts | September 18th, 2012 (b)lines Ask the Experts – Paycheck Difference from Roth Deferrals September 18, 2012 (PLANSPONSOR (b)lines) – “We are a 403(b) plan sponsor that recently added the option to make Roth...
Deals and People | September 13th, 2012 ING Welcomes President of Tax-Exempt Plans September 13, 2012 (PLANSPONSOR.com) – Jamie Ohl was named president of tax-exempt markets for...
Ask the Experts | September 11th, 2012 (b)lines Ask the Experts – Contributions as a Condition of Employment September 11, 2012 (PLANSPONSOR (b)lines) – “How are 403(b) contributions made as a condition of employment (i.e., as defined under...
Benefits | August 28th, 2012 Chronicle Releases “Great Colleges to Work For” List August 28, 2012 (PLANSPONSOR.com) - Open channels of communication, along with concrete ways of appreciating employees and helping them balance...
Ask the Experts | August 28th, 2012 (b)lines Ask the Experts – Stumbling Block to Preparing Fee Disclosures August 28, 2012 (PLANSPONSOR (b)lines) – “I work for an ERISA 403(b) plan sponsor and due to extreme difficulties in...
Benefits | August 21st, 2012 Medical Centers’ Employees Sue over Switch to DC August 21, 2012 (PLANSPONSOR.com) - Employees at Truman Medical Centers (TMC) sued the hospital for changing their retirement plans.
Benefits | August 14th, 2012 Growth of 403(b) Market Offers Opportunities for Providers August 14, 2012 (PLANSPONSOR.com) - The final implementation of 403(b) regulations is leading to more 401(k)-like plans among the largest...
Ask the Experts | August 14th, 2012 (b)lines Ask the Experts – 403(b) Must-Reads August 14, 2012 (PLANSPONSOR (b)lines) – “I know it’s a bit late for summer reading list suggestions, but to be...
Benefits | August 7th, 2012 DC Participants Saving Too Little August 7, 2012 (PLANSPONSOR.com) – Although the majority of defined contribution (DC) plan participants say their DC plan is their...
Ask the Experts | August 7th, 2012 (b)lines Ask the Experts – Effect of Revised Fee Disclosure Guidance August 7, 2012 (PLANSPONSOR...
Opinions | August 7th, 2012 Clean Up on Aisle 403(b) August 7, 2012 (PLANSPONSOR.com) - It is 2012, but some 403(b) plans are looking back to the past – 2009...
Ask the Experts | July 31st, 2012 (b)lines Ask the Experts – Rollover of Active Accounts from 403(b) to 401(k) July 31, 2012 (PLANSPONSOR (b)lines) – “Prior to 2009, we maintained two plans: a 403(b) deferral-only plan and a separate...
Benefits | July 30th, 2012 DC Participants Stay the Course in Q1 July 30, 2012 (PLANSPONSOR.com) - Only 1% of defined contribution (DC) plan participants stopped contributing to their plans in the...
Compliance | July 25th, 2012 New Governmental Plan Definition to Impact Charter Schools July 25, 2012 (PLANSPONSOR.com) – Two industry groups have expressed concern that the Internal Revenue Service’s new proposed definition of...
Ask the Experts | July 24th, 2012 (b)lines Ask the Experts – Maintaining ERISA 403(b) Alongside non-ERISA 403(b) July 24, 2012 (PLANSPONSOR (b)lines) – “A private 501(c)(3) with whom I work maintains an ERISA 403(b) plan. Currently the...
Opinions | July 20th, 2012 Fee Disclosure Rules Increase Complexity in Multi-Provider Environment July 20, 2012 (PLANSPONSOR.com) - The litany of challenges related to having multiple retirement plan service providers is well documented.
Compliance | July 17th, 2012 Money Movement From and Within 403(b) Plans July 17, 2012 (PLANSPONSOR.com) – If 403(b) plan sponsors want to stay compliant with Internal Revenue Service (IRS) regulations, one...
Ask the Experts | July 17th, 2012 (b)lines Ask the Experts – Unknown Vendor Provides Fee Disclosure July 17, 2012 (PLANSPONSOR (b)lines) – “I read your Ask the Expert column of last week on missing vendor fee...
Compliance | July 13th, 2012 A Reminder About Information Sharing Agreements July 13, 2012 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has made it very clear that it will look for...