Tag: 403(b)

DC Investor Behaviors Steady in 2013

Most defined contribution (DC) retirement plan participants stayed the course last year with their asset allocations as stock values generally rose over the first nine months of 2013.

Fidelity Releases Fixed-Income Portfolio Tool

Fidelity Financial Advisor Solutions, a unit of Fidelity Investments that provides mutual funds and other investment services, released an interactive calculator that helps financial professionals build fixed-income portfolios.

The Principal Offers Legacy Asset Support

A new strategy from the Principal Financial Group and National Benefit Services, LLC (NBS) can help financial professionals and their large-plan 403(b) clients manage issues with legacy assets.

NTSAA Changes Name

The National Tax-deferred Savings Association (NTSA) maintains the same core mission as its predecessor.

GAO Lobbies for Spend-Down Options

A new report urges U.S. retirement plan regulators to examine and emulate other countries’ efforts to improve employee spend-down options for post-retirement years.

SSgA Appoints Managing Director

State Street Global Advisors (SSgA) appointed Mark Fortier as managing director and head of global defined contribution (DC) research and product development.