Ask the Expert – Your Questions on 403(b)s Answered 03/18
March 18, 2008 ((b)lines) - An adviser has some charter school clients that have been utilizing the DoL safe harbor...
Tag: 403b
(b)lines Series: 403(b) Final Regulations – Plan and Contract Terms
March 18, 2008 ((b)lines) - Final 403(b) regulations issued by the Internal Revenue Service require that all 403(b) programs have...
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SPARK Calls for Provider/Sponsor Input on 403(b) Issues
March 14, 2008 (PLANSPONSOR.com) - The SPARK Institute has scheduled a "403(b) Plans Data Sharing Technology Summit" for Wednesday, March...
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ING Lays out Action Plan for Implementing 403(b) Regs
March 14, 2008 (PLANSPONSOR.com) - In a Web cast on Friday, ING discussed the impact of the 403(b) regulations and...
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ING Releases 403(b) Plan Documents
March 10, 2008 (PLANSPONSOR.com) - ING has announced it is making available 403(b) plan documents public schools can adopt to...
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403(b) Plan Documents Available From ftwilliam.com
March 6, 2008 (PLANSPONSOR.com) - Plan document provider ftwilliam.com has released two new 403(b) plan documents, updated with the 2007...
(b)lines Series: 403(b) Final Regulations – Transfers and Exchanges
March 4, 2008 ((b)lines) - The new 403(b) regulations concerning plan transfers and contract exchanges both expand permissible transactions for...
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403(b) Sponsors Want Help in Complying with New Regs
February 26, 2008 (PLANSPONSOR.com) - A new study from the Spectrem Group found 77% of 403(b) plan sponsors say it...
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FL Associations Unveil Model 403(b) Plan
February 25, 2008 (PLANSPONSOR.com) - A coalition of Florida's K-12 education associations announced the development of a 403(b) Model Plan...
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University of Miami Provides Investment Advice to 403(b) Participants
February 25, 2008 (PLANSPONSOR.com) - The University of Miami announced it is offering the LTSave program to employees to help...
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New 403(b) Solution Consolidates Vendor Management
February 14, 2008 (PLANSPONSOR.com) - 403b ASP, a division of 401k ASP, has introduced a 403(b) Plan management solution that...
403(b) Interests Excluded from Bankruptcy Turnover
January 31, 2008 (PLANPSONSOR.com) - The U.S. Bankruptcy Court for the Southern District of Ohio has ruled the interests of...
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CPI's New Division Assists 403(b)s with Vendor Management
January 18, 2008 (PLANSPONSOR.com) - CPI Qualified Plan Consultants, Inc., a third party recordkeeping and administration company headquartered in Great...
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Principal Offers 403(b) Regs Education Program
December 20, 2007 (PLANSPONSOR.com) - To help financial professionals and their clients face the effects of new 403(b) plan regulations,...
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ACS System Generates Plan Documents and Notices
December 3, 2007 (PLANSPONSOR.com) - With ASC's Document Generation & Management (DGEM) System, users can generate EGTRRA plan documents and...
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NTSAA Calls for Help in Developing 403(b) Data Standards
December 3, 2007 (PLANSPONSOR.com) - The National Tax Sheltered Accounts Association (NTSAA) announced it is establishing a working group to...
IRS Offers Model 403(b) Plan Language for Public Schools
November 27, 2007 (PLANSPONSOR.com) - The IRS has issued Revenue Procedure 2007-71 which provides model plan language that may be...
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AIG VALIC Rolls Out 403(b) Investment Advisory Services
November 15, 2007 (PLANSPONSOR.com) -AIG VALIC has unveiled Portfolio Director Ibbotson Solutions, a new service that provides certain 403(b) plan...
KS State Worker Loses Constitutional Fight over Pension Tax
November 5, 2007 (PLANSPONSOR.com) - An employee of the Kansas Department of Revenue, who has been waging a constitutional fight...
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Most Profs Confident about Retirement Security
November 1, 2007 (PLANSPONSOR.com) - More than eight in 10 university professors contacted in a recent poll said they were...