Tag: 403(b) plans

Speakers during Wednesday’s PLANSPONSOR Roadmap Livestream session, “Special Considerations for 403(b) Plans,” discussed rules for long-term, part-time employees, the formation...

The Investment Company Institute released a statement supporting the congressional effort on Thursday.

Six groups are calling on the Senate to reject a proposal to allow 403(b) plans to invest in collective investment...

The introduction of the bill comes after a similar proposal was passed by the House of Representatives on March 8. 

The total number of 401(k) accounts exceeding $1 million at Fidelity increased in last year’s final quarter.

Legislation to permit the pooled investment into 403(b) plans continues to inchworm its way through Congress.

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

The bill would correct errors related to catch-ups, RMDs and Starter Plans.

The vesting rule in the proposal is a focus for industry experts.

The IRS published fiduciary guidance on legislation intended to give more part-time workers access to retirement plans.

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;...

The plaintiffs filed an unopposed settlement after “hard-fought” negotiations.

A Connecticut federal jury sided mostly in favor of Yale over the management of its $5.5 billion retirement program.

A bill approved by the House Committee on Financial Services would permit CITs in all 403(b) plans to bring parity...

403(b) plan advisers may have their patience rewarded with a potential bill to allow CITs is on the table.

The language required to allow CITs in 403(b) plans was dropped in the final bill after inter-committee negotiations.

Legislation now needs Congressional approval, along with the budget, and the president’s signature this week.

Passage of the final bill depends on whether Congress can pass an annual budget.