Ask the Experts | January 11th, 2011 (b)lines Ask the Experts – The Demise of 403(b)s? January 11, 2011 (PLANSPONSOR (b)lines) – “Down the road, do you believe that 403(b) plan designs will be eliminated in favor of...
Benefits | January 11th, 2011 San Diego Agency Suing 403(b) Providers January 11, 2011 (PLANSPONSOR.com) - One of San Diego’s redevelopment agencies is suing Morgan Stanley, the city’s outside auditor, and...
Benefits | January 11th, 2011 NTSAA Finds Confusion about Universal Availability January 11, 2011 (PLANSPONSOR.com) – The National Tax-Sheltered Accounts Association says many 403(b) sponsors still do not know what the...
Opinions | January 7th, 2011 The New 403(b) Environment January 7, 2011 (PLANSPONSOR (b)lines) - As we begin a new year, it is a good time to take stock...
Products | January 7th, 2011 MO School District Retains VALIC during Vendor Consolidation January 7, 2011 (PLANSPONSOR.com) – VALIC has been retained by the Kansas City, Missouri, School District as a 403(b) plan...
Products | January 7th, 2011 VALIC’s Turner Appointed to ERISA Advisory Council January 7, 2011 (PLANSPONSOR.com) - Richard Turner, VALIC Vice President and Deputy General Counsel, has been appointed to the U.S....
Ask the Experts | January 4th, 2011 (b)lines Ask the Experts – Definition of Participant for W-2 January 4, 2011 (PLANSPONSOR (b)lines) – My payroll department has indicated to me that they must check off a box...
Benefits | January 4th, 2011 NTSAA Summit Identifies Issues between Sponsors and Providers January 4, 2011 (PLANSPONSOR (b)lines) – The National Tax Sheltered Accounts Association says many 403(b) sponsors do not determine whether...
Ask the Experts | December 28th, 2010 (b)lines Ask the Experts – Amending Plans for the HEART Act December 28, 2010 (PLANSPONSOR (b)lines) – Retirement plans should be amended for provisions of the Heroes Earnings Assistance and Relief...
Compliance | December 21st, 2010 9th Circuit Clears NEA in Annuity Sales Flap December 21, 2010 (PLANSPONSOR.com) – A federal appellate court has ruled that the National Education Association (NEA) cannot be held...
Opinions | December 21st, 2010 IMHO: Naughty or Nice? December 21, 2010 (PLANSPONSOR.com) - A few years back—when my kids still believed in the reality of Santa...
Benefits | December 21st, 2010 The New World of 403(b) Retirement Plans December 21, 2010 (PLANSPONSOR.com) - Panelists in a recent Webcast discussed how regulatory changes are affecting ongoing administration of 403(b)...
Benefits | December 21st, 2010 Boston Archdiocese Moving to 403(b) Plan December 21, 2010 (PLANSPONSOR.com) - The Roman Catholic Archdiocese of Boston says it will freeze pensions for about 10,000 church...
Compliance | December 16th, 2010 IRS Allows for Commingling of Retirement Assets in Group Trusts December 16, 2010 (PLANSPONSOR.com) – The Internal Revenue Service has issued Revenue Ruling 2011-01, modifying the rules for group trusts.
Benefits | December 14th, 2010 Comparing DC Plan Behavior of For-Profit and Not-For-Profit Employees December 14, 2010 (PLANSPONSOR.com) – While a comparison of retirement savings behaviors of for-profit and not-for-profit employees found more similarities...
Benefits | December 14th, 2010 403(b) Plans Surviving the Economic and Regulatory Climate December 14, 2010 (PLANSPONSOR.com) – A snapshot survey of 403(b) plan sponsors by the Profit Sharing/401k Council of America (PSCA)...
Benefits | December 14th, 2010 403(b) Sponsors Could Improve on Investment and Plan Monitoring December 14, 2010 (PLANSPONSOR.com) – A newly released study by the Profit Sharing/401(k) Council of America found less than half...
Products | December 14th, 2010 MassMutual Helps Non-Profits Consolidate 403(b) Assets December 14, 2010 (PLANSPONSOR.com) – In 2010, MassMutual has seen the demand from non-profits to consolidate 403(b) assets increase exponentially...
Products | December 14th, 2010 NC Hospital Chooses VALIC as 403(b) Provider December 14, 2010 (PLANSPONSOR.com) – VALIC has been selected as the exclusive 403(b) plan provider by Betsy Johnson Regional Hospital...
Deals and People | December 13th, 2010 Diversified Announces New West Coast Sales Exec December 13, 2010 (PLANSPONSOR.com) - Diversified Investment Advisors announced that Greg T. Hodges has joined the company as a sales...