ERISA vs. Non|ERISA 403

How to Personalize Retirement Investments: ERISA 403(b) Advisor ...

Target-date funds continue to garner a whole new generation of defaulted contribution flows—and yet, interest in managed account solutions ...

Are Non-ERISA 403(b) Plans Protected in Bankruptcy? - Duncan Law

Generally speaking, if your 403(b) retirement plan is non-ERISA, you are likely limited to protecting it with one option in bankruptcy.

ERISA - PlanMember for Employers

Sponsors of 401(k) and certain 403(b) plans are subject to ERISA (Employee Retirement Income Security Act of 1974), creating an additional layer of regulatory, ...

Defined Contribution Retirement Plan Options - Ascensus

Similar to the ERISA 403(b), a non-ERISA 403(b) enables employees of nonprofit, education, and healthcare organizations to save for retirement by contributing ...

Non-ERISA Governmental 403(b) Volume Submitter Plan

Where an Adoption Agreement election calls for the Employer to supply text, the Employer may lengthen any space or line, or create additional tiers. When ...

SEC Extends Rule 482 Relief to Non-ERISA Retirement Plans

The February 18 letter applies to certain non-ERISA Section 403(b) ... or church employees or that are funded entirely through employee ...

New 403(b) Regulations, New DOL Guidance on 403(b) Plans, and ...

ERISA contains a provision that exempts certain voluntary 403(b) arrangements that limited the employer's involvement and did not receive ...

The BrightScope/ICI Defined Contribution Plan Profile: A Close Look ...

The average large ERISA 403(b) plan offered 26 core investment options in 2019—of those, about 11 were equity funds, two were bond funds, and 10 ...

Workplace Retirement Program for ERISA Plans - Security Benefit

For 401(a), 403(b) ERISA, and 457(b) Tax Exempt ... Employers are ultimately held responsible for the investment options offered within their retirement plan. But ...

Supreme Court to hear ERISA case challenging management of ...

4 announced it would hear oral arguments on an 8-year-old lawsuit by current and former members of two Cornell University 403(b) plans who ...

What ERISA Means For Your Retirement Plan - Forbes

Nonprofits might, for instance, opt out of ERISA to save on the costs or administrative work required by ERISA plans. In addition, if you're a ...

Responsibilities Under ERISA §404(a) and §404(c)

ERISA §404(c) relieves plan sponsors and other fiduciaries from liability for losses resulting from participants' direction of their investments.

Registration Now Open for the NAPA/NTSA ERISA 403(b) Advisor ...

Gain insight from thought leaders, build a network of national contacts, share ideas, and learn innovative techniques for improving retirement ...

plan sponsor checklist for ERISA 403(b) plans - PlanConnect

filing requirements, plan tests, and fiduciary responsibilities associated with ERISA 403(b) plans. We hope you find these documents helpful. While ...

SCOTUS to Review ERISA 403(b) Prohibited Transactions Case ...

The approach does not require any additional allegation of harm or improper conduct and focuses solely on whether a transaction meets the ...

What is the difference between a 403(b) and a 401(k) plan?

HBL is passionate about advising clients, and we are dedicated to our mission: to provide comprehensive, personalized, and practical ERISA and ...

Treasury, IRS Issue Part-Time Eligibility Guidelines for ERISA 403(b ...

The release, Notice 2024-73, includes guidance for the charities, public schools, and state or local governments that operate 403(b) plans that ...

401(k) and 403(b) Plan Fee Litigation - Sidley Austin

On behalf of an investment advisor, we won dismissal with prejudice of an ERISA class action alleging that a 401(k) plan's fund ”menu” included too many ...

Four-Fifths of Large ERISA 403(b) Plans Had Employer Contributions

The average large ERISA 403(b) plan offered 11 core equity funds, two core bond funds, and nine core target date funds. Nearly all plans offered ...

403(b) PLANS | EGPS

Most 403(b) plans are subject to ERISA, which affords the plan and its participants some protections and some requirements, like an annu- al 5500 filing and ...