Tag: 403(b) Services

se2 Adds Features to 403(b)connect

se2 (service.end2end), a provider of business technology and processing solutions for the financial services and retirement planning sector, has updated its automated 403(b) info-sharing solution.

DoL Provides Form 5500 Reporting Relief for 403(b) Plans

The U.S. Department of Labor (DoL) has provided transitional relief for administrators of 403(b) plans that make good faith efforts to transition for the 2009 plan year to the Employee Retirement Income Security Act's (ERISA) generally applicable annual reporting requirements.

Great-West Intends to Sponsor 403(b) Prototype

Great-West Retirement Services announced today that it has notified the Internal Revenue Service (IRS) of its intent to sponsor a 403(b) prototype plan under the IRS's proposed 403(b) prototype plan program.

SPARK Offers Suggestions for 403(b) Prototype Program

The SPARK Institute submitted a comment letter to the Internal Revenue Service (IRS) commending it on the proposed 403(b) plans prototype program, and requesting changes that it says will expand availability of the program and help clarify certain issues.

Questions 403(b) Participants Might Ask

As 403(b) plan sponsors and advisers have prepared for new Internal Revenue Services regulations in effect as of January 1, no doubt communications with participants about the new environment have begun, but have you told them everything?