Is a Plan Administrator Required for ERISA and non-ERISA Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: non-ERISA 403(b) plans
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MetLife Offers Digital Enrollment for non-ERISA 403(b)s
With EnrollNow, participants receive support as they make important decisions such as selecting a deferral amount and choosing funding options.
School Board Broke Contract When It Suspended 403(b) Contributions
Georgia’s Supreme Court found a contract that required the Board to provide a two-year notice before changing plan funding was...
403(b) Plans Improving Governance Practices
Even among 403(b) plans not governed by ERISA, PLANSPONSOR DC Survey results show improvement in certain governance practices.
Charter School Reprimanded for Late Deposit of 403(b) Deferrals
“The school has been deemed non-compliant with its contractual obligations regarding financial management as identified in the charter operating agreement,”...
Non-ERISA 403(b)s Could Be Affected by SEC Conflict of Interest Proposal
The Wagner Law Group says non-ERISA 403(b) plans may satisfy the definition of “retail customer” in the Securities and Exchange...
(b)lines Ask the Experts – Record Retention for Non-ERISA 403(b)s
“I read in an Ask the Experts column that the Employee Retirement Income Security Act (ERISA) requires plan sponsors to...
Does Erroneously Filing Form 5500 Void Non-ERISA Status?
“I work for a third-party administrator (TPA) firm that has a new private tax-exempt client which started a 403(b) plan...