Tag: 403(b)

Plan designs are also changing.

A common category of errors found by the IRS, 403(b) plans need to understand all provisions of the universal availability rules.

The IRS has sent a reminder that many tax-exempt organizations' Form 990 filing is due soon.

Advisers can help 403(b) retirement plan sponsors with plan design and fiduciary best practices, according to Brad Holterhaus with Principal.

A survey found that employees are confused about benefits including group retirement plans, but retirement is their most important financial goal and they would like help from a...

Nearly two-thirds of 403(b) plan sponsors engage an adviser or consultant, and survey results suggest that this number could be on the rise, a Cerulli report says.

The webcast will address treatment of different types of employees ways to fix universal availability errors, among other things.

When working with tribal nations, building a solid relationship is the first and most important step.

Although retirement assets were $24 trillion at the end of both years, the makeup of the market changed.

The appellate court maintained that, under ERISA, a church plan must be established by a church, and Advocate Health Care Network's DB plan was not.

Transamerica attributes this, in part, to more institutions using plan advisers.

While the ability to implement auto enrollment will provide an immediate opportunity for church plan sponsors to improve participant outcomes, other parts of recently passed legislation also warrant...

Mercer outlines the top investment considerations to discuss with not-for-profit healthcare organizations in 2016.

The IRS has issued updated procedures for requesting letter rulings and has made changes to VCP fees.

Part of the budget deal passed by President Obama includes legislation for church plans for which lawmakers have repeatedly pushed.

The court is the first of the appellate courts to rule on recent church plan litigation.

Catholic Health Initiatives has won a lawsuit challenging its pension plan's church-plan status.

It also expands the exceptions for the 10% additional income tax on distributions for those younger than 59-1/2.

Many small 403(b) plan sponsors, especially, are not performing fiduciary responsibilities, a survey finds.

Nearly half of physicians believe they cannot afford to max out their workplace retirement savings plan.