Tag: 403(b)

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

More than 12,000 Edward Jones advisers can offer OneAmerica’s 401(k) and 403(b) plans, the companies said in an announcement about the new alliance.

The Internal Revenue Service (IRS) has made it clear that it will look for information sharing between 403(b) plan sponsors and vendors with 2009 plan audits.

The Retirement Advisor Council released a template request for proposal (RFP) questionnaire for use by 401(k) and 403(b) plan sponsors looking to select an adviser.  

Financial Plan Inc. of Bellingham, Washington, launched a new branch of business dedicated to 401(k) plans.

Five years after passage of 403(b) plan regulations, sponsors are now looking beyond the 403(b) quick fix.

MillenniuM Investment & Retirement Advisors (MIRA) and Rosenbaum Law Firm introduced Fiduciary Freedom Solutions (FFS) for 401(k) and 403(b) plans.

The Hartford is pursuing the sale of, or other strategic alternatives, for its Retirement Plans business.

Retirement planning was by far the most popular financial topic among employees in 2011, according to an analysis by Financial Finesse.

Working together to increase K-12 employee participation in 403(b) plans can produce benefits for advisers, school districts and employees alike.

There is much opportunity for advisers in the 403(b) church plan market, but one should get educated first, because church plans are different.

 One of the key reasons for the 403(b) Transparency Taskforce’s new 403(b) model disclosure form is so vendors can show plan sponsors that they offer more than just...

The 403(b) Transparency Taskforce launched the 403(b) Model Disclosure Form—transparency standards for disclosure of fees and services in the public school 403(b) marketplace. 

Total asset levels in the U.S. retirement market grew 9.6% from 2009 to 2010, totaling $15.8 trillion as of end of year 2010.

Industry groups sent a comment letter to the Internal Revenue Service to support the inclusion of 403(b) plans in the prototype program for pre-approved plan documents.

Castle Rock Investment Company (CRIC) hired Molly Vogt Noyes as a consultant.

Partnering with a professional retirement plan adviser offers benefits for plan sponsors, according to a study for the Retirement Advisor Council. 

“There is still tremendous opportunity for advisers in the 403(b) space, particularly among smaller plans,” says Aaron Friedman, national non-profit practice leader, The Principal.

Security Benefit Corporation, a Guggenheim Partners Company, has launched the Total Interest Annuity, built specifically for the 403(b) market.