Ask the Experts

“We are a private tax-exempt hospital that sponsors a 457(b) plan for select management or highly compensated employees. Though all participants have been informed of the credit risk...

“As we are preparing to finalize our 2016 Form 5500s in time for the extended deadline, a colleague of mine has stated that there are some questions on...

“I am new to the 403(b) world, having come from the 401(k) arena. I am quite familiar with mutual funds, but can the Experts explain what exactly is...

“I work for a denominational church plan sponsor who maintains a 403(b) plan. We have a clergy member who has NOT taken a vow of poverty, but who...

“I have a question regarding the ‘cure’ period after which a retirement plan loan would go into default in relation to a military leave of absence.

“I read an Ask the Experts column from a few years ago which stated that, if we hired someone older than 70 ½, that they would need to...

“I read with great interest your recent Ask the Experts column about one-time irrevocable elections for 403(b) plans.

Experts answer questions from 403(b) plan sponsors and providers.

“I work for a plan sponsor where payroll deduction and outside collateral cannot be used for loans. We have a participant who defaulted on a loan, but who...