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403(b) plans


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Dealing with the Legacy of the 403(b) 'Money Purchase' Plan
[Opinion] Giving 403(b) a Bad Name
Best Practices for Plan Sponsors, Part 9
Sweeping 403(b) Changes in Portman-Cardin Legislation Leave Unanswered Questions
Changing Your 403(b) TPA
Third Circuit Resuscitates Claims Against University 403(b) Plan Fiduciaries
Why Do Employees Cash Out Their 401(k)/403(b) When They Leave?
Part-timers Improperly Excluded from Your 403(b) Plan? There's Still Time to Correct That!
One Year to Go Until the 403(b) Restatement Deadline
Specialized Types of Retirement Income Plans: Recent Developments (PDF)
Recent Cases on Multiemployer Plan Withdrawal Liability (PDF)
Tax Treatment of Welfare Benefits for Employees and Beneficiaries (PDF)
Regulation of Employee Health Care Benefit Plans (PDF)
Liability Issues Unique to Welfare Plans (PDF)
Benefit Claims: Alternatives to Litigation (PDF)
Engagement Letters for Employee Benefits Attorneys (PDF)
Defined Contribution Plan Fee and Investment Litigation (PDF)
Emerging Trends in 401(k) and 403(b) Fund Menus
Understanding the Importance of Recent 403(b) ERISA Settlements
403(b) Retirement Plan Fee Litigation: An Update
Brown University Settles 403(b) Fiduciary Class Action Suit for $3.5 Million
403(b) Plan Remedial Period Closing Less Than Year from Now
Time to Review 403(b) Plans for Compliance with IRS Requirements
2019 Compliance Checklist for Non-ERISA Plans (PDF)
2019 Compliance Checklist for Plans Subject to ERISA (PDF)
Why Borrowing from a Retirement Plan to Pay Off Debt Is a Bad Idea
The First Circuit's Putnam Decision: Where Does ERISA 401(k)/403(b) Litigation Go Now?
Hardship Distributions and Recent IRS Changes
403(b) Plan Participants Drop ERISA Lawsuit Against Long Island University
Annual Plan Deadlines for the Plan Year Ending December 31, 2019 (PDF)
2019 Annual Plan Deadlines by Event (PDF)
[Guidance Overview] IRS 401(k) Plan Fix-It Guide: Hardship Distributions Were Not Made Properly
[Opinion] NTSA and the Swimming Pool Dilemma
Georgetown Win in 403(b) Investment Suit May Help Other Schools
[Opinion] 403(b) Results Aren't Adding Up
Assessing Likely Impacts of IRS Hardship Withdrawal Rule Changes
Evaluating Judicial Dismissals of 401(k)/403(b) Fiduciary Breach Actions
[Guidance Overview] The 403(b) Hardship Distribution That's Not a Hardship Distribution Under the Proposed Regs
Relief for 403(b) Plans That Wrongly Excluded Part-Time Workers
#10YearChallenge for 403(b) Plans
The Georgetown University 403(b) Decision and the Future of 403(b) Fiduciary Litigation
[Guidance Overview] IRS Proposed Regs Relax Requirements for Hardship Distributions
Another University Wins 403(b) Suit
Who's Got My Beneficiary Designation ... or Who Lost It?
[Guidance Overview] IRS Provides Relief for Improper Exclusion of Part-Time Employees from 403(b) Plan Participation
[Official Guidance] Text of 2018 IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations (PDF)
Bill Would Allow Use of Retirement Plans to Provide Student Loan Repayment Benefits
[Guidance Overview] Relief for 403(b) Plans Regarding the Exclusion of Part-Time Employees
[Guidance Overview] Important Guidance and Relief for 403(b) Plan Sponsors Who Exclude Part-Time Employees
[Guidance Overview] IRS Formalizes and Provides Relief for Section 403(b) 'Once-In-Always-In' Part-Time Rule -- Immediate Action Required
Litigation Lessons for 401(k) and 403(b) Fiduciaries: Apply These in 2019
[Guidance Overview] IRS Provides 403(b) Plan Relief for Improper Exclusion of Part-Time Employees
A Solution to What Shouldn't Be a Problem? IRS Provides Some 403(b) Universal Availability Relief
[Guidance Overview] IRS Announces Transition Relief for Excluding Part-Time Employees Under 403(b) Plans
[Guidance Overview] IRS Announces Transition Relief from the Once-In-Always-In Requirement for Excluding Part-Time Employees Under 403(b) Plans
[Guidance Overview] The Ins and Outs of 403(b) Deferrals -- IRS Solves the Problem
[Guidance Overview] IRS Provides Relief for 403(b) Plans Regarding Part-Time Employee Exception to Universal Availability Requirement
[Guidance Overview] Tax-Exempt Employers: IRS Issues Relief from Confusing 403(b) Eligibility Requirement Applicable to Part-Time Employees
A Close Look at ERISA 403(b) Plans, 2015 (PDF)
The Proposed Hardship Distribution Regs: Some Misconceptions
 
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