Enforcing Plan Limits for 403(b)s Not So Simple
There are unique rules for 403(b) plans that make enforcing contribution and benefit limits not so straightforward.
Tag: 457
Products |
Advanced Capital Group Opens Chicago Office
Advanced Capital Group (ACG) is opening a new office to support retirement plans and other institutional investors.
DOL Proposes Electronic Filing of Top Hat Plan Statements
September 29, 2014 (PLANSPONSOR.com) - The U.S. Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) proposed a regulation that...
Benefits |
Total Retirement Assets Reached $24 Trillion in Q2
September 25, 2014 (PLANSPONSOR.com) - Total U.S. retirement assets reached $24 trillion as of June 30, up 2.8% from $23.4...
Guidance Issued for Allocating After-Tax Amounts to Rollovers
September 19, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among...
(b)lines Ask the Experts – 457 Deferrals and Plan Limits
September 9, 2014 (PLANSPONSOR (b)lines) – “I have a new employee who contributed to the retirement plans of his prior...
(b)lines Ask the Experts – Managing Form 5500 Filing for Multiple Plans
August 5, 2014 (PLANSPONSOR (b)lines) – “I work for a large nonprofit hospital, and through a series of acquisitions we...
(b)lines Ask the Experts – Employer Contribution Limits for 403(b)s and 457(b)s
July 22, 2014 (PLANSPONSOR (b)lines) – “I realize that there are separate 402(g) elective deferral limits for 457(b) and 403(b)...
Plan Administration for Employees Who Serve in the Military
July 14, 2014 (PLANSPONSOR.com) – Retirement plan sponsors should become familiar with laws covering employees who have served, or are...
Benefits |
Public Sector Needs More Retirement Readiness Help
June 6, 2014 (PLANSPONSOR.com) – The retirement readiness levels of employees in the public sector may not be as high...
Products |
SPARK Institute Releases New RFP Guide
June 2, 2014 (PLANSPONSOR.com) – The SPARK Institute Business Ideas Exchange Committee has released its new “RFP Guide for Selecting...
(b)lines Ask the Experts – EPCRS Corrections Available for 457 Top-Hat Plans
May 13, 2014 (PLANSPONSOR (b)lines) – “We are a 501(c)(3) private tax-exempt employer that sponsors a 457(b) top-hat plan for...
Products |
USRP Acquires Common Remitter Business
May 1, 2014 (PLANSPONSOR.com) – U.S. Retirement Partners (USRP), through its U.S. Employee Benefits Services Group (USEBSG) division, has acquired...
Benefits |
Reporting and Disclosure Requirements for Non-ERISA Plans
March 24, 2014 (PLANSPONSOR.com) – Financial and retirement services provider Prudential has created a 2014 Compliance Checklist for retirement plans...
Great-West, Putnam to Combine Retirement Businesses
March 20, 2014 (PLANSPONSOR.com) – Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine...
(b)lines Ask the Experts – Correcting 457 Plan “Unforeseeable Emergency” Distribution
March 18, 2014 (PLANSPONSOR (b)lines) – “We sponsor both a 403(b) plan and a 457(b) ‘top-hat’ deferred compensation plan for...
IRS Summarizes Voluntary Correction Choices for 457s
March 5, 2014 (PLANSPONSOR.com) - Some plan sponsors, under limited circumstances, may submit requests for voluntary correction to the Internal...
Benefits |
457s Popular Supplemental Retirement Plans for Governments
March 4, 2014 (PLANSPONSOR.com) – Supplemental retirement plans are important to employers and employees of state and local governments, says...
Benefits |
Employee Ruckus Stops Change in 457 Plan Provider
February 11, 2014 (PLANSPONSOR.com) – The Village of Forest Park, Illinois, has retreated from moving employee 457 retirement plan accounts...
Products |
The Principal Unveils Enroll-by-Text Service
January 16, 2014 (PLANSPONSOR.com) – A new service from the Principal Financial Group enables workers to enroll in an employer-sponsored retirement plan...