BenefitsLink logo
EmployeeBenefitsJobs logo
Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Featured Jobs

Sales - 401(k) / DB Administration (FL / GA / MO / NC)

401(k) Retirement Plan Administrator (Deerfield IL)

NQ Plan Administrator (Lake Mary FL / Richmond VA / Dallas TX)
Get the BenefitsLink app LinkedIn

News Items, by Subject

403(b) plans

Now Viewing
View Excerpts and

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
[Official Guidance] Text of IRS Notice 2018-95: Relief from the Once-In-Always-In Condition for Excluding Part-Time Employees from Making Elective Deferrals Under a Section 403(b) Plan (PDF)
[Guidance Overview] Proposed IRS Regulations for Hardship Distributions Offer Welcome Guidance
2018 End of Year Plan Sponsor 'To Do' List: Qualified Retirement Plans
Court Dismisses Fiduciary Breach Lawsuit Against Washington University 403(b) Retirement Plans
[Official Guidance] Text of IRS FAQs on 403(b) Pre-Approved Plan Program: Eligible Adopting Employers and Reliance on Letters
[Guidance Overview] IRS Issues Proposed Regs for Hardship Distributions
[Guidance Overview] IRS Proposes Hardship Distribution Regs, Including Some Permanent Disaster Relief
[Guidance Overview] IRS Proposes Changes to Hardship Distribution Regs
Year-End Compliance Reminders for Defined Contribution Plans Subject to ERISA (PDF)
[Guidance Overview] Proposed Amendments to the Hardship Distribution Regs (PDF)
New Hardship Rules, Other Statutory Changes Reflected in Newly Proposed 401(k) Regulations
How to Contribute to Multiple 401(k)s
[Guidance Overview] IRS Proposes Regs on Hardship Withdrawals
[Guidance Overview] IRS Issues Much Anticipated Hardship Guidance
Fiduciary Liability Claim Trends (PDF)
[Guidance Overview] Select Limits, Hardship Withdrawal Changes and a Rollover Automation Option
Improving Retirement Savings for America's Public Educators (PDF)
Reminders of What's New for Plan Sponsors in 2019
[Guidance Overview] New Hardship Distribution Guidance Brings Several Surprises
[Official Guidance] Text of IRS Notice of Proposed Rulemaking: Hardship Distributions of Elective Contributions, Qualified Matching Contributions, Qualified Nonelective Contributions, and Earnings
Making Sure 401(k) and 403(b) Fees Are 'Necessary' and 'Reasonable', Part 1
[Guidance Overview] 401(k) Deferral Limit Increases to $19,000 for 2019; IRA Limit Increases to $6,000
[Official Guidance] Text of IRS Notice 2018-83: 2019 Adjusted Limitations (PDF)
Your Retirement Plan Participants May Be Hiring Advisors and Using Plan Assets to Pay for Them
Best Interest and Best Practices, Part 6
Annuity General Accounts vs. Separate Accounts (PDF)
Another 403(b) Plan Sponsor Beats Back Fee Lawsuit
About Us


Privacy Policy

Post a Job

Advertise in the BenefitsLink Newsletters

Add Your Company to the Directory of Vendors and Software

Submit a News Item, Press Release, Webcast or Conference

Contact Us

Payment Portal

© 2019, Inc.