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Benefits in the News > By Subject >

403(b) plans


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[Official Guidance] June 12 IRS Phone Forum to Address 403(b) Written Plan Requirement and Frequent Issues
Text of Spring 2012 Issue of 403(b) Advisor Magazine
[Guidance Overview] More Welcome 403(b) Relief from DOL
[Opinion] A Policy Argument for Treating Individual 403(b)(7) Custodial Accounts As Distributable Assets Upon Plan Termination
[Opinion] Text of Investment Company Institute's Recommendations for the 2012-2013 IRS Guidance Priority List (PDF)
[Guidance Overview] Another Question is Answered in the Who's the Employer Q&A Column
[Guidance Overview] Tax-Exempt Common Control Rules of the Final 403(b) Regulations of July 26, 2007
Advisers Recommend Review of Non-Profit Employers' 403(b) Programs Before IRS Auditor Comes to Call
Higher Education's Response to the New Defined Contribution Plan Environment
[Guidance Overview] Adapting and Complying in the New 403(b) Environment (PDF)
Women: What You Need to Know About Financial Literacy
Baby Boomers: What You Need to Know About Financial Literacy
[Opinion] American Fidelity Assurance Company ? Low Fees for Us; High Fees for Educators
NAGDCA 2012 Survey of Defined Contribution Plans
Using the IRS Interim 403(b) Document Audit Relief
Cut 403(b) Retirement Plans a Break, ERISA Advisory Council Tells DOL
Current Challenges and Best Practices for ERISA Compliance for 403(b) Plan Sponsors
[Official Guidance] NC Public School Teachers' and Professional Educators' Investment Plan: NC 403(b) Plan
[Official Guidance] Text of Massachusetts Bill Approved by Both House and Senate Allowing Nonprofit Employers to Adopt State-Run Defined Contribution Plan
Homework for Teachers: Their Investment Plans
[Opinion] California Bill Gives K-14 Educators a Second Chance at 403(b) Reform
Ensure your Plan Participants are Prepared for a Secure Retirement
Avoid the Common Mistakes Affecting Plan Loans Webcast
Assessing Reasonableness of 403(b) Fees (PDF)
[Opinion] 403(b) Specialist Discusses Retirement-Plan Tips and Traps for Educators and Other Workers in the Nonprofit Sector
[Official Guidance] Annual Reporting and ERISA Coverage for 403(B) Plans
[Opinion] Promoting Greater Transparency for 403(b) Plan Fees
IRS Providing Interim 403(b) Plan Document Relief
Understanding the New 403(b) Model Disclosure Form
Do Non-Erisa 403(b) Plan Sponsors Have Fiduciary Responsibilities?
401(k) 403(b), and 457(b) Plans: Key Features and Contribution Limits for 2012 (PDF)
Text of White House'S Budget Proposal Cutting Back on Income Tax Benefit of Retirement Plan Contributions for High-Earners (PDF)
[Guidance Overview] IRS Begins Auditing 403(b) Plans and Provides Interim Procedure for Correcting Plan Document Failures
[Guidance Overview] IRS Wants to Offer RMD Relief for Longevity Annuity Contracts in 403(b)/457, Other Retirement Plans
[Guidance Overview] Final Fee Disclosure Regs Contain Important Relief for 403(b) Plans
[Guidance Overview] DOL Finalizes, Delays 401(k) Fee Disclosure Rules
[Guidance Overview] Final ERISA Section 408(b)(2) Regulations Include Significant Differences from Interim Rules
[Official Guidance] Proposed IRS Regs on Longevity Annuity Contracts
[Official Guidance] Text of Final 408(b)(2) Regs on Fee Disclosures to Plan Fiduciaries by Covered Service Providers (PDF)
[Guidance Overview] Second DOL 'Fact Sheet'; Description of Major Changes to Final Fee Disclosure Rule
The Making of The 403(b) Model Disclosure Form
Unraveling The Mystery of 401(k) Disclosures
New Fee Disclosure Solution Released By NEA, NTSAA & ASPPA Joint 403(b) Taskforce
403(b) Model Disclosure Form (Jan. 2012)
[Opinion] The Savings Crisis of Working Americans: The Retirement Industry Call to Action
Pushback from Disclosure of Costs to Participants: Too Much 401(k) Sunshine?
New Tool to Clearly Disclose 403(b) Fees
[Opinion] NTSAA and ASPPA Letter on the Inclusion of 403(b) Plans in the Prototype Program
[Opinion] Is ASPPA Really Interested in Disclosure to 403(b) Participants? Here Is Their Chance to Prove It
Best Practices for 403(b)s Subject to Fee Disclosure Rules
Can a Professional Retirement Plan Advisor Really Make That Much of a Difference? (PDF)
Teachers' 403(b) Plans Becoming More Like Corporate 401(k) Plans
2011 NTSAA 403(b) Compliance Resolution Summit
[Opinion] Those 403(b) RMD Amendments and Corporate Resolutions
CalSTRS' Julia Durand Discusses Challenges of Public DC Plans
Father of 401(k): 'Blow Up the System and Restart'
403(b) Advisor, Winter 2011 Edition
403(b) Advisor, Spring 2011 Edition
403(b) Advisor, Summer 2011 Edition
[Opinion] DC Plans and the Recession Inequities

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