Ask the Experts | April 26th, 2011 (b)lines Ask the Experts – Ensuring Compliant Transactions in Multi-Vendor Plans April 26, 2011 (PLANSPONSOR (b)lines) – “I am a 403(b) plan sponsor with multiple vendors, and I have heard from...
Compliance | April 26th, 2011 Council Recommends More Audit Relief for 403(b)s April 26, 2011 (PLANSPONSOR.com) – The ERISA Advisory Council has recommended that the Department of Labor provide administrators of 403(b)...
Products | April 25th, 2011 Mount Holyoke College Selects ING as Service Provider April 25, 2011 (PLANSPONSOR.com) - ING U.S. Retirement Services has been selected as the new, exclusive retirement plan service provider...
Opinions | April 22nd, 2011 Hindsight is Always 20/20 April 22, 2011 (PLANSPONSOR (b)lines) - In 1989 I didn’t know anything about retirement plans. I was hired that fall,...
Products | April 22nd, 2011 Howard University Extends Relationship with VALIC April 22, 2011 (PLANSPONSOR.com) – VALIC has been retained by Howard University and Howard University Hospital as a 403(b) plan...
Benefits | April 19th, 2011 Student Employees Offered 403(b), but No One’s Biting April 19, 2011 (PLANSPONSOR.com) – University Student Union, Inc. of California State University, Northridge, has offered its student employees the...
Ask the Experts | April 19th, 2011 (b)lines Ask the Experts – Restrictions on Hardship Withdrawals April 19, 2011 (PLANSPONSOR (b)lines) – “We are establishing a new 403(b) plan with a mutual fund provider and wanted...
Benefits | April 15th, 2011 Retirement Plan Market on the Upswing April 15, 2011 (PLANSPONSOR.com) - Strong performance across all equity sectors coupled with positive returns in the bond markets helped...
Compliance | April 15th, 2011 ASPPA Asks for Retirement Plan Exemption from Adviser Rules April 15, 2011 (PLANSPONSOR.com) - The American Society of Pension Professionals & Actuaries (ASPPA) and the National Tax Sheltered Accounts...
Opinions | April 15th, 2011 The Brave New World of the 403(b) Oversight Committee April 15, 2011 (PLANSPONSOR.com) - Three years ago, many people predicted that the 403(b) industry would change overnight as a...
Opinions | April 12th, 2011 Misconceptions about 403(b) Plan Design Even though the IRS regulations squarely place 403(b) plans into the realm of employer-sponsored retirement plans, not all retirement plans...
Ask the Experts | April 12th, 2011 (b)lines Ask the Experts – Correcting Excess Deferrals April 12, 2011 (PLANSPONSOR (b)lines) – “I recently discovered that one of our 403(b) plan participants deferred in excess of...
Compliance | April 8th, 2011 Court Approves Comp Used to Determine Benefits April 8, 2011 (PLANSPONSOR.com) – A federal appellate court has ruled that a University medical center used the correct compensation...
Products | April 8th, 2011 University of Oklahoma Selects Fidelity as Sole Provider April 8, 2011 (PLANSPONSOR.com) - Fidelity Investments has been selected by the University of Oklahoma (OU) as the sole administrative...
Compliance | April 8th, 2011 ASPPA Recommends Form 5500 Exclusion of Pre-2009 Contracts April 8, 2011 (PLANSPONSOR.com) - The American Society of Pension Professionals and Actuaries (ASPPA) recommends that the Department of Labor...
Reader Responses | April 5th, 2011 SURVEY SAYS: Would a Change in Tax Deductibility Change Savings Rates? April 7, 2011 (PLANSPONSOR.com) - The Retirement Confidence Survey from the Employee Benefit Research Institute (EBRI) indicated that the deductibility...
Benefits | April 1st, 2011 Former Boston Archdiocese Official Asks for Pension Intervention April 1, 2011 (PLANSPONSOR.com) - Former Archdiocese of Boston chancellor David W. Smith disclosed that he has asked Massachusetts Attorney...
Products | March 31st, 2011 Howard University Selects ING as a 403(b) Provider March 31, 2011 (PLANSPONSOR.com) - ING’s U.S. Retirement Services operations announced it has been selected as a new service provider...
Compliance | March 29th, 2011 403(b) Errors Ineligible for IRS Voluntary Correction Program March 29, 2011 (PLANSPONSOR.com) – The Internal Revenue Service said recently, it has received several Voluntary Correction Program submissions for...
Ask the Experts | March 29th, 2011 (b)lines Ask the Experts – Improving the Plan Audit Experience March 29, 2011 (PLANSPONSOR (b)lines) – “We are a large ERISA 403(b) plan sponsor and our experience with our very...