Tag: 403b

Defined contribution (DC) plans currently account for approximately half of participants’ total investable wealth, according to the Cogent Research DC Participant Planscape Study.

Washington’s warning to slash tax-deferral incentives associated with 401(k)s and individual retirement accounts (IRAs) tops advisers’ challenges in 2014, according to Brian Graff, executive director of the American...

Advisers eyeing small and midmarket nonprofits have a new option with Great-West Financial’s Premier and Custom Key 403(b) offerings.

Another higher education institution has moved to a sole recordkeeper model for its 403(b) plan.

A recent J.P. Morgan survey found significant gaps between plan sponsors’ intentions and the reality of how plan strategies actually unfold.

There are a number of advantages to using a 403(b) retirement plan for nonprofit organizations.

The American Society of Pension Professionals & Actuaries (ASPPA) sent a comment letter to the Internal Revenue Service (IRS) about the definitions of vesting and severance for pre-approved...

The SPARK Institute has requested guidance from the Internal Revenue Service (IRS) relating to 403(b) retirement plans.

Participant demographics and behavior vary by plan type, an analysis shows.

The American Society of Pension Professionals & Actuaries (ASPPA) is asking for changes to ease correction burdens for retirement plan sponsors.   

July 16, 2013 (PLANSPONSOR.com) – Prudential Retirement has partnered with ASPire Financial to make Prudential's stable value product available to more school districts that use ASPire as recordkeeper.

Using a financial adviser helps bring more focus to the need to save for retirement, a survey found.

Some retirement plan compliance issues are unique to 403(b)s.

In the retirement plan world, change equals opportunity for financial professionals, and change has been a constant among 403(b) plans since the Internal Revenue Service (IRS) passed significant...

Baby Boomer faculty at higher education institutions say they will delay retirement or not retire at all.

A significant part of the 403(b) regulations passed in 2007 was the requirement that plans be maintained pursuant to a written plan document.

The Internal Revenue Service (IRS) is hosting a phone forum about the new 403(b) Pre-Approved Plan Program. 

As 403(b) plans continue to evolve, there are still ample opportunities for plan advisers to help plan sponsors improve their plans and processes.

Advisers have an untapped opportunity to help 403(b) plan sponsors, especially because these plans increasingly have features in common with 401(k)s. 

403(b) plan sponsors continue to make changes to improve the value of their plans and the retirement readiness of participants, according to the latest benchmarking survey.