Tag: 403(b)

Lincoln Financial Group’s retirement plan services business made two additions to its institutional retirement distribution team focused on the government plans market.

Only certain tax-exempt employers are eligible to sponsor an Internal Revenue Code Section 403(b) plan, and a given employer’s exemption must be carefully protected through proper documentation and...

Financial software and platform provider Sapiens International Corporation introduced improved eligibility and enrollment capabilities within its defined contribution recordkeeping platform.

Research from TIAA-CREF finds Americans hold a variety of saving and investing priorities that all compete for a piece of the paycheck, from short-term savings to IRAs and...

Automatic enrollment is touted as a must-use feature for defined contribution retirement plan sponsors to increase plan participation, but many plan sponsors cannot use this feature.

A new 403(b)(7) managed account solution launched by Redhawk Wealth Advisers is designed to help financial advisers prospect and service K-12 and higher education retirement plans.

Not just a 401(k) for nonprofits, 403(b) plans are a distinct world with unique challenges and a lot of complexity, advisers say.

QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.

Shane Hall Financial has partnered with PlanMember Securities Corporation as a PlanMember Financial Center.

U.S. Retirement Partners (USRP) reported that it has acquired Kades-Margolis Corporation (KMC), which will join USRP’s national network of 403(b) providers.

An updated IRS web page tells retirement plan sponsors how to correct the mistake of using...

The Internal Revenue Service offers one-page checklists to help with reviewing retirement plan operations.

College faculty and staff are better prepared for retirement than the general population, a survey finds.

Trends, legislation, regulations and litigation will continue to affect the retirement industry in 2015.

Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.

There are unique rules for 403(b) plans that make enforcing contribution and benefit limits not so straightforward.

Higher education institutions that offer a 403(b) or Roth 403(b) plan are adopting practices that lead to a greater focus on participants’ retirement readiness, a survey finds.

Higher education institutions are continuing to improve their retirement programs, a survey finds.