(b)lines Ask the Experts – When the Individual Who Signed Form 5500 Retired
“We are starting preparations for our retirement plan’s Form 5500 annual return filing; however, the individual who signs our returns...
Tag: 403b
Supreme Court Offers Interpretation of Definition of Church Plan
Looking at the definition of “church plan” in ERISA, the high court concluded that a plan maintained by a principal-purpose...
(b)lines Ask the Experts – Which Rules for 457(b)s Must Church Plans Follow?
“I read with great interest a recent Ask the Experts column in which you discussed the differences between governmental 457(b)...
Participants Sue Princeton Trustees for ERISA Breaches
The plan sponsor is accused of failing to leverage its size and sophistication to ensure a fair deal on recordkeeping...
University of Chicago Faces Excessive Fee Lawsuit
The university is accused of not negotiating a better price for recordkeeping and retaining high cost, underperforming investments, among other...
(b)lines Ask the Experts – Using Distributions for Ministers’ Housing Allowance in Church Plans
“I know participants can apply part of their distributions as ministers’ housing allowance (granted they meet the requirements) in a...
(b)lines Ask the Experts – Differences in 457(b) Plans for Different Entities
“What are the primary differences between a 457(b) plan of a private tax-exempt organization and a governmental 457(b) plan?”
Duke University 403(b) Plan Excessive Fee Suit Moves Forward
Claims moving forward regard excessive fees by using four recordkeepers and excessive fees by offering too many funds in the...
Parties Reach Settlement in Church Plan Challenge
Franciscan Missionaries of Our Lady Health System has agreed to make payments to its pension plans over five years.
Form 990 Filing Deadline Approaching
Tax-exempt organizations that do not file can lose their tax-exempt status, which will affect eligibility to offer 403(b) plans.
(b)lines Ask the Experts – Adding Roth to All 403(b) Plans in a Controlled Group
“I work for a large private 501(c)(3) health care system that sponsors several 403(b) plans for different operating entities that...
Wagner Law Group 403(b) Plan Document Approved by IRS
Wagner’s pre-approved plan document is a volume submitter plan.
(b)lines Ask the Experts – Why the Fiduciary Rule Applies to IRAs but Not Non-ERISA 403(b)s
“I know that the applicability date of the Department of Labor’s (DOL)'s final fiduciary rule is on hold, but presuming...
TIAA Observes More Demand for Advice from Participants
Now that the online tools are available, approximately 10% of plan participants are receiving some form of advice from TIAA...
(b)lines Ask the Experts – Differing ‘Year of Service’ Definitions for Different Plan Provisions
“Our recordkeeper for our Employee Retirement Income Security Act (ERISA) 403(b) plan recently informed me that our plan document year...
Not-for-Profit Plan Sponsors Show Plan Management Improvement
Not-for-profit plan sponsors have come a long way since 403(b) regulations were passed with establishing prudent processes for their plans,...
Not-for-Profit Plan Sponsor Strategies to Meet Challenges
More effective and targeted communications can help, a study by TIAA finds.
(b)lines Ask the Experts – Maximum Permissible Vesting Schedule for Employer Contributions
“What is the current maximum permissible vesting schedule for employer contributions to a retirement plan?
(b)lines Ask the Experts – Rolling From a Governmental 457(b) to a 403(b)
“We are a private tax-exempt health care organization that sponsors a 403(b) plan. One of our new physicians used to...
DATAIR Gets Approval of 403(b) Pre-Approved Plan
The document can help plan sponsors ensure their 403(b) plan is compliant with IRS requirements in absence of the Determination...