Tag: 403(b)

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.

The American Society of Pension Professionals & Actuaries (ASPPA) and the National Tax Sheltered Accounts Association (NTSAA) requested changes to pre-approved plan programs.

The Internal Revenue Service (IRS) has scheduled a phone forum about 403(b) corrections and examination trends.

Fred Reish, a partner at Drinker Biddle & Reath, the Los Angeles law firm, has launched fredreish.com, a blog about retirement regulation and compliance.

The LiveWell Plus Mutual Fund IRA was launched by Sammons Retirement Solutions Inc. to help advisers gather retirement assets and provide a savings boost.

The Internal Revenue Service (IRS) has posted frequently asked questions (FAQs) and answers regarding required minimum distributions (RMDs).

The Internal Revenue Service (IRS) scheduled two phone forums to discuss recent changes made to the Employee Plans Compliance Resolution System (EPCRS).

Pension Advisory Group Inc. (PAG) and Pro Financial Services (PFS) launched a group long-term disability insurance product for retirement plans.

The Internal Revenue Service (IRS) updated and expanded its Employee Plans Compliance Resolution System (EPCRS).

Total U.S. retirement assets reached $19.4 trillion in third-quarter 2012, according to the Investment Company Institute (ICI).  

Defined benefit (DB) plans are prevalent in the health care market, offering opportunities for advisers to help with plan sponsors' concerns.

In the wake of moves by several large companies to de-risk their defined benefit (DB) plans, the Pension Rights Center (PRC) is calling for a moratorium on such...

The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for pension plans and other retirement-related items for tax year 2013.

A record number of health care organizations are offering enhanced features in their defined contribution (DC) plans.

403(b)s have been excused by the Securities and Exchange Commission (SEC) from obtaining certain acknowledgements.

Determination, early saving and financial discipline are among the lessons from successful retirement savers, according to a survey by PNC Financial Services Group Inc.

The Internal Revenue Service (IRS) announced its plan phone forum about fixing 403(b) plan mistakes is full.