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403(b) plans

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Administrative Fee-Leveling to Impact Penn State Retirement Program Participants
Excessive Fee Suit Targets TIAA Arrangement
Closed MEPs Offer Efficiencies and Benefits to Not-For-Profit 403(b) Plans
Litigation, Scale Push Private Colleges to Adopt Multiple Employer Plans
403(b) University Cases Move Forward
403(b)s Are Not 401(k)s: Higher Education Organizations Come to the Defense of 403(b) Plans
Improve 401(k)/403(b) Participant Education Efforts
[Guidance Overview] Ignore Those Form 5500 Instructions: 403(b) Plans Do Not Use Form 5330 for Late Deposits
Text of New Jersey Proposed Legislation to Require Teacher Retirement Plan Fee Disclosure
Buying Power for Higher Education Institutions: When You Have It and When You Don't
[Official Guidance] List of IRS-Approved Nonbank Trustees as of April 1, 2018 (PDF)
14 Virginia Independent Colleges Form 403(b) Multiple Employer Plan
Tax Cut and Jobs Act Loosens Certain Restrictions on Hardship Distributions from 401(k) and 403(b) Plans (PDF)
[Guidance Overview] The IRS's Gradual Shift on Applying 415 Limits to 403(b) Plans
The IRS Has a 403(b) MEP Problem
Litigation Against 403(b) Plan Fiduciaries (PDF)
[Official Guidance] Text of IRS EP Examination Memo TE/GE-04-0218-0011: Missing Participants and Beneficiaries and Required Minimum Distributions -- 403(b) Plans (PDF)
[Guidance Overview] IRS Expands Missing Participant Guidance for 403(b) Plans (PDF)
[Guidance Overview] IRS Extends RMD Audit Guidelines for Missing Participants to 403(b) Programs
Georgetown Sued for Allegedly Violating Fiduciary Duties in Its 403(b) Plans
Funds, Fees, and Annuities: A Guide to 403(b) Investment Options (PDF)
[Guidance Overview] Bipartisan Budget Act of 2018 Brings Changes for Retirement Plans
403(b) Vendor Selection Tips
[Guidance Overview] Disability Claims and Appeals: How the New Regs Affect Retirement Plans
403(b) Plan Compliance Calendar, 2018
IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations (PDF)
[Guidance Overview] Text of IRS Publication 4530: Designated Roth Accounts Under 401(k), 403(b) or Governmental 457(b) Plans (PDF)
Mitigating Factors in Calculating a 403(b) Plan's Maximum Payment Amount Under CAP
Fee Structure and Evaluation in 403(b) Plans
Your 403(b) Fiduciary Responsibilities and 403(b) Plan Litigation (PDF)
403(b) Sponsors Need More Information on Plan Design, Including How Plan Expenses Are Paid
Can 403(b) Plan Compensation Definition Include Housing Allowance?
[Guidance Overview] Spousal Consent/J&S Issues Under 403(b) Plans May Trigger Document Conflicts
Courts Weigh in on Challenges to University Retirement Plans
Tax Reform: Comparison of House and Senate Tax Cuts and Jobs Act Versions (PDF)
401(k) and 403(b) Education: How to Set Up Employees for Success
Delinquent 401(k) and 403(b) Deposits: Same Prohibited Transaction, But Only One Is Subject to Penalties
401(k) vs. 403(b) for Nonprofit Organizations
Are Proprietary Funds the New 'Lightning Rod' for 403(b) Plans?
Tax Reform Legislation's Potential Impact on Public Sector Retirement Plans
Tax Reform and Accumulated Leave ('Special Pay') Plans
401(k) and 403(b) Contributions Still on the Chopping Block
Prohibition on Loans from 403(b) Plan Participant's Account to Church-Related Employer Applies to Indirect Loans
Mitigating Factors in Calculating a 403(b) Plan's Maximum Payment Amount Under EPCRS Closing Agreement
[Official Guidance] Text of IRS Announcement 2017-15: Relief for Victims of Hurricane Maria and the California Wildfires (PDF)
University 403(b) Plan Fees and Investments Under Scrutiny
Employers Should Reach Out to 403(b) Participants Who Maintain Outside Businesses
[Official Guidance] Text of IRS Chief Counsel Memo 201742022: Application of Rule Prohibiting Loans to the Employer from a Section 403(b)(9) Retirement Income Account (PDF)
Why Switching from a 403(b) to a 401(k) May Not Be the Best Choice
Who Are the Top 403(b) Providers?
Which 403(b) Plans Are Good Fee Levelization Candidates?
MIT Must Defend Lawsuit Over Excessive Fees in Retirement Plan
[Guidance Overview] 403(b) Document Delays, The 'Once in Always In' Rule, and The 'Effective Date Addendum'
Cornell, MIT Lose Rounds in Retirement Plan Litigation
Johns Hopkins Employees Advance Retirement Plan Fee Suit
Dismissal of Case Against Univ. of Pennsylvania Is Good News for 403(b) Plan Sponsors
Average 403(b) Fees: How Do Your Plan Expenses Measure Up?
Comparison of Retirement Programs Available to Public School Corporations (PDF)
Not-For-Profit Plan Sponsors and Participants Could Use More Lifetime Income Education
[Guidance Overview] Comparison of Retirement Programs Available to Church and Church-Related Employers (PDF)

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