House Approves Bill Allowing In-Plan Roth Conversions
The U.S. House of Representatives has approved a bill that includes provisions allowing retirement plan participants to roll over their assets into in-plan Roth accounts.
Tag: 403b
SPARK Issues Final Best Practices for 403(b) Filing Form 5500
The SPARK Institute has published the final version of its Best Practices for ERISA-covered 403(b) plans that must file a full Form 5500.
SPARK Issues Draft Best Practices for 403(b)s Filing Form 5500
The SPARK Institute has released for public comment draft Best Practices for ERISA-covered 403(b) plans that must file a full Form 5500.
U.S. Retirement Partners Adds to 403(b) Network
U.S. Retirement Partners (USRP) has acquired United Specialty Benefits (USB), which will be part of USRP’s national network that provides 403(b) retirement benefits and other services to the...
Not-for-Profit Assets Rebound to Over $1T
Total not-for-profit retirement plan assets exceeded $1 trillion as of March 31—the first time since 2007, according to a quarterly survey of plan service providers by LIMRA.
Washington-Baltimore Employers Increasingly Move to DC Plans
More employers in the Washington-Baltimore region are offering defined contribution plans rather than pensions, according to an annual survey of human resources officials.
Gallagher Releases Fiduciary Risk Mitigation Process Manual
Gallagher Retirement Services has released its 2010 editions of its Fiduciary Risk Mitigation Process Manual.
Accounting Firm Expands Audit Practice to Include 403(b)s
CNM LLP, an independent accounting and advisory services firm, has announced the expansion of its Employee Benefit Plan Audit practice to include 403(b) plan audit services for nonprofit...
AUL Allows Advisers to Customize Revised Annual Plan Reviews
Earlier this year, AUL Retirement Services introduced a revised annual plan review for its clients and expanded the customization options for retirement plan advisers.
Recession No Hindrance to 403(b) Transformation
Despite having to comply with a new set of regulations during one of the worst economic downturns, the 403(b) plan market appears to be healthier than ever, according...
TIAA-CREF Whitepaper Provides Guidance for 403(b) Fiduciaries
A new whitepaper by TIAA-CREF highlights steps 403(b) plan sponsors can take to uphold their fiduciary obligations and help plan participants maximize their retirement savings.
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Winner’s Circle
Congratulations to Chad Larsen and Stephen Wilt and the STAR Group, our retirement plan adviser and adviser team of the year!
ASPPA Asks for Relief for Plans Falling out of ERISA Safe Harbor
The American Society for Pension Professionals and Actuaries (ASPPA) has requested transitional relief for 501(c)(3) organizations offering 403(b) plans that have found themselves inadvertently subject to Title I...
MetLife Offers Form 5500 Services to 403(b)s
MetLife Resources, a division of MetLife, has made available IRS Form 5500 filing services to its 403(b) clients.
fiduciary fitness
Deferred Gratification
Final section 409A regulations are complicated, but offer opportunities for advisers
beyond (k)
403(b) aware
New 403(b) rules may offer opportunities for advisers to have a "client touch"