Ask the Experts
(b)lines Ask the Experts – Distribution Restrictions Following Exchanges
(b)lines Ask the Experts – Special Tax Rules for Clergy
(b)lines Ask the Experts – Can Existing 403(b) Balances be Converted to a Roth 403(b)?
(b)lines Ask the Experts – Where's the Fees?
(b)lines Ask the Experts – Managing Vendors Outside a TPA Arrangement
(b)lines Ask the Experts – ETFs in a 403(b) Plan
(b)lines Ask the Experts – Waiver of Participation in a 401(a) Plan
(b)lines Ask the Experts – We Want Our 403(b) Back
(b)lines Ask the Experts – Are Trusts Required for 403(b)s?
(b)lines Ask the Experts – Replacing a 403(b) with a 401(k)
A plan adviser asks what are the rules, pros and cons of starting up a new 401(k) and freezing 403(b) and 457(b) plans.
(b)lines Ask the Experts – Church 457(b) Plans
December 22, 2009 (PLANSPONSOR (b)lines) – A plan provider notes: "If a nonelecting church, non-ERISA 414(e) organization sponsors an eligible 457(b) plan, it appears that this plan can...
(b)lines Ask the Experts – Plan to Plan Transfers for non-Terminated Employees
Ask the Experts – Asset Movement from Deselected 403(b) Vendors
December 8, 2009 (PLANSPONSOR (b)lines) – A plan sponsor discontinued contributions to a legacy vendor in October 2009 after contributions had been made to the vendor in the...
(b)lines Ask the Experts – Church Plans: Foreign Missionaries
December 1, 2009 (PLANSPONSOR (b)lines) – A plan provider is running into issues with church plans that have "foreign missionaries."
(b)lines Ask the Experts – Deselecting Vendors after 1/1/09
November 24, 2009 (PLANSPONSOR (b)lines) – A third party administrator has clients working to restate their 403(b) plans by December 31, 2009.
(b)lines Ask the Experts – Failure to Timely Remit Employee Deferrals
November 17, 2009 (PLANSPONSOR (b)lines) – An employer failed to remit employee deferrals for over three months in violation of the terms of its plan document that requires...