Products September 10, 2008

Consulting Firm Lays out Action Plan for 403(b)s

David K. Young Consulting, LLC, developed a 403(b) Action Plan Checklist to help school districts, universities, and other non-profits identify issues that they need to consider as they work through the complexities of the new 403(b) regulations.
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The Checklist includes 18 action items covering the new 403(b) regulations and the increased role of employers concerning investments, transfers, documentation, administration, and participant disclosures.

“New 403(b) regulations mean taking 403(b) plans in new directions. The purpose of this Checklist is to help 403(b) plan sponsors organize and prepare information that may be useful to individuals working to bring their 403(b) plan into compliance,” said David Young, president of David K. Young Consulting, LLC, in a press release.

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To request a copy of the 403(b) Action Plan Checklist, contact David Young or Steve Mise at 210.558.0999.

Products September 10, 2008

EMA Launches 403(b) Program Offering ETF Managed Accounts

Efficient Market Advisors, LLC (EMA), an exchange-traded fund (ETF) separate account manager, announced the launch of what it says is the first 403(b) program offering professionally managed portfolios of ETFs.
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According to a press release, key features of the Efficient 403b include:

  • no individual transaction charges
  • low-cost ETFs and low asset-based management fees
  • online performance and asset allocation reporting
  • target-date portfolios.

EMA formed an alliance with FOLIOfn Institutional to provide trading, clearing, and custody for the Efficient 403b.

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More information is available at www.efficient403b.com.

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