Tag: 403(b)

The form is important for tax-exempt organizations to file, not only to remain exempt, but to qualify to sponsor 403(b) plans.

“If there were any doubt about the best interpretation of the church-plan definition, it would be resolved by the position adopted and consistently applied by the IRS, DOL,...

Mercer suggests not-for-profit health care organizations keep an eye of 403(b) lawsuits, ACA regulations and DB funding, among other things, when making investment decisions in 2017.

The last day of the remedial amendment period for 403(b) plans is March 31, 2020.

The 2016 PLANSPONSOR DC survey also found 403(b) plans are also more likely than other DC plans to offer systematic distribution options in their plans.

Plaintiffs suggest their employer should have allowed a single recordkeeper to service its traditional DC plan and its 403(b)—and that it paid excessive fees by paying for distinct...

Aside from traditional allegations of excessive fees and mismanagement of company stock, ERISA litigation in 2016 included challenges to fund types, fiduciary processes and provider arrangements; expect more...

K-12 403(b) plan participants have long enjoyed the personal touch of meeting with advisers one-on-one, but plan sponsors could use a nudge in using lower-cost investment options.

A new survey by the PSCA also found that more than half of 403(b) plan sponsors expect to make no change in light of the fiduciary rule scheduled...

The cases for which petitions for writs of certiorari were granted include Dignity Health v. Rollins, Saint Peter’s Healthcare System v. Kaplan and Advocate Health Care Network v....