Understanding the Different World of Church Plans
There is much opportunity for advisers in the 403(b) church plan market, but one should get educated first, because church plans are different.
Tag: 403(b) Services
Do non-ERISA 403(b) Plan Sponsors Have Fiduciary Responsibilities?
February 15, 2012 – Do sponsors of 403(b) plans that are not governed by the Employee Retirement Income Security Act (ERISA) have fiduciary responsibilities to the plan and...
Actions Speak Louder than Words: Mastering Body Language
February 13, 2012 – Potential clients must “buy” you before they buy any products or services from you.
The Difference an Adviser Can Make
Partnering with a professional retirement plan adviser offers benefits for plan sponsors, according to a study for the Retirement Advisor Council.
Cook to Lead Church and Non-Profit Division at Reliance Trust
Reliance Trust Company hired attorney and industry veteran Robert F. Cook as Executive Vice President and a manager of the Church and Non-Profit division.
TIAA-CREF Develops RIA Network
TIAA-CREF has collaborated with the Center for Due Diligence (CFDD) and PlanTools to create the Advisor Network.
Brightscope Hones in on 403(b)s
Plan ratings provider BrightScope has widened its focus, and now has incorporated 403(b) plan data into the BrightScope Rating system.
9th Circuit Clears NEA in Annuity Sales Case
A federal appellate court has ruled that the National Education Association (NEA) cannot be held liable for a fiduciary breach because of its endorsement and marketing of annuities...
PANC 2010: The 403(b) State
Between the effects of the economic downturn and the implications of sweeping new regulations, sponsors of 403(b) plans have...
Participants at Non-Profits Seeking Portfolio Mix Guidance
The number of participants in Fidelity Investments’-administered plans at tax-exempt organizations who sought in-person or phone guidance rose 12% in the first five months of 2010 over last...
CPI to Offer Symetra Daily Value Fixed Account
Symetra Life Insurance Company announced its Daily Value Fixed Account (Daily Value) feature for retirement plans is now available on the CPI Qualified Plan Consultants, Inc., retirement program...
AXA Financial Launches 403(b), 457 Plan Biz
AXA Financial, Inc. has launched PlanConnect, a full-service third party administrator (TPA) for sponsors of 403(b) and 457(b) retirement savings plans.
Gallagher Releases Fiduciary Risk Mitigation Process Manual
Gallagher Retirement Services has released its 2010 editions of its Fiduciary Risk Mitigation Process Manual.
Recession No Hindrance to 403(b) Transformation
Despite having to comply with a new set of regulations during one of the worst economic downturns, the 403(b) plan market appears to be healthier than ever, according...
TIAA-CREF Whitepaper Provides Guidance for 403(b) Fiduciaries
A new whitepaper by TIAA-CREF highlights steps 403(b) plan sponsors can take to uphold their fiduciary obligations and help plan participants maximize their retirement savings.
ASPPA Asks for Relief for Plans Falling out of ERISA Safe Harbor
The American Society for Pension Professionals and Actuaries (ASPPA) has requested transitional relief for 501(c)(3) organizations offering 403(b) plans that have found themselves inadvertently subject to Title I...
beyond (k)
403(b) aware
New 403(b) rules may offer opportunities for advisers to have a "client touch"
EBSA Offers Form 5500 Guidance for 403(b) Plans
The U. S. Department of Labor’s Employee Benefits Security Administration (EBSA) has issued guidance for 403(b) plans subject to new Form 5500 reporting requirements.