(b)lines Ask the Experts – Why Would a Church Plan Elect ERISA Coverage?
“I am an adviser who works with church plans, and am thus familiar with the phrase “non-electing” church plan as...
Tag: 403(b)
NTSA Supports Extending Fiduciary Rule to Governmental 403(b)s
As part of its support, NTSA developed a fiduciary education program that will be available to its members later this...
Retirement Plan Deferral Limit Unchanged for 2017
Other limits also remained unchanged according to an IRS Notice, but the annual 415 limit increased.
Providence Health Agrees to Settle Church Plan Challenge
The parties in the case reached a settlement following an appellate court’s conclusion that only a church can establish a...
(b)lines Ask the Experts – Stable Value Funds Versus Separate Accounts
“I recently started working in the benefits office of a large health care organization.
IRS Relaxes Loan and Hardship Procedures for Hurricane Matthew Victims
A retirement plan can allow a victim of Hurricane Matthew to take a hardship distribution or borrow up to the...
(b)lines Ask the Experts – Can a 403(a) Plan Be Merged With a 403(b)?
“Can 403(a) plans be merged into 403(b) plans or can they only be merged into other 403(a) plans?”
IRS Releases Information About Compliance Projects
In two completed projects, the IRS found some 403(b) plans are making W-2 reporting errors, and some retirement plans were...
(b)lines Ask the Experts – Form 5500 Filing Tips
“We are preparing to file or 2015 Form 5500s for our ERISA retirement plans? Any last-minute filing tips from the...
(b)lines Ask the Experts – Can CITs Be Used in 403(b)s?
“I read your Ask the Experts regarding exchange-traded funds (ETFs) and 403(b) plans, but what about collective investment trusts? Are...
IRS to Host Webcast Clarifying 403(b) Requirements
The webcast will provide answers to many of the questions the IRS received following its May 19 webcast titled Understanding...
Supreme Court Stays Relief in Dignity Health Plan Case
An appellate court agreed with a district court that Dignity Health’s pension plan was not a “church plan” under ERISA,...
(b)lines Ask the Experts – Will Deferral Limits Rise for 2017?
“I’ve already read some estimates that the current 402(g) limit on retirement plan elective deferrals will rise $500 in 2017,...
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Transamerica Launches Higher Education Multiple Employer 403(b) Plan
The plan helps private colleges and universities simplify plan administration, manage fiduciary responsibilities, take advantage of expert plan management, and...
(b)lines Ask the Experts – Are SPDs Needed for 457(b) Plans?
“I work for a large museum that sponsors multiple retirement plans.
NAGDCA Discusses Fiduciary Responsibilities for Government DC Plans
A brochure includes a checklist for government DC plan sponsors.
(b)lines Ask the Experts – Coverage Amount for Fiduciary Liability Insurance
“I know from a prior Ask the Experts column about the difference between a Fidelity Bond and Fiduciary liability coverage,...
Higher Education Institutions Generous With Retirement Contributions
A study conducted by Sibson Consulting reports the most recent retirement plan trends in public and private higher education institutions.
(b)lines Ask the Experts – What Is a Tiered Investment Lineup?
“The recordkeeper for our Employee Retirement Income Security Act (ERISA) 403(b) plan recommended that we switch to a tiered approach...
(b)lines Ask the Experts – Excluding Temporary Employees
“I work with a 501(c)(3) tax-exempt that sponsors a 403(b) plan. The entity employs a large number of temporary workers...