Tag: 403(b) plans

Hospitality, agricultural workers are the least prepared for retirement, according to a Human Interest study.

Jim Kiley of Security Benefit outlines the multiple opportunities available to retirement plan advisers with school district employees.

IPX Retirement partners with benefits provider and advisory on plan solutions; FIDx adviser partnerships lead to $1B in annuity contracts;...

Lawmakers will convene an executive session to mark up the RISE & SHINE Act on June 14, according to a spokesman from the Senate...

The parties have reached a $7.5 million settlement agreement some months after a circuit court revived the long-running ERISA fiduciary...

The new retirement plan governance platform targets challenges presented in some non-ERISA retirement plan types. 

The defendants will also retain an independent consultant to review investments and fees, according to the settlement agreement.

The firms say it gives companies access to asset management, retirement expertise and guidance for employees via a technology platform.

The IRS addresses how to apply the annual additions limitation in an updated Issue Snapshot.

The owner of a 403(b) plan administration firm and another insurance agent have been charged with multiple counts of securities...

The agency also issued a Revenue Procedure which extends the deadline for making interim amendments for IRC Section 401(a) plans.

The lawsuit says plan fiduciaries failed to ensure reasonable investment fees and mismanaged revenue sharing to pay for administrative expenses.

The lawsuit alleges fiduciary breaches related to ensuring reasonable administrative and investment fees.

The markup hearing, punctuated by a unanimous vote to advance the legislation, demonstrated that retirement security issues are capable of bringing together members of Congress who don’t agree...

The complaint says fees charged to participants in the plan were "grossly excessive" because they were not based on the...

Participants of a terminated 403(b) plan say the plan sponsor's fiduciary breaches caused them approximately $4.6 million in losses.

The two items that may require an amendment relate to difficulty of care payments treated as compensation for 415 limits, and the application of cooperative and small employer...

The SECURE Act's provisions for pooled employer plans (PEPs) did not apply to 403(b) plans.