Tag: 403b

The U. S. Department of Labor’s Employee Benefits Security Administration (EBSA) has issued guidance for 403(b) plans subject to new Form 5500 reporting requirements.

An Internal Revenue Service (IRS) official said the agency has set April 1 as its target date for launching an opinion letter program for prototype and volume submitter...

Lincoln National Corporation has enhanced its Lincoln Unifier service offering to further help employers comply with the new 403(b) regulations.

TIAA-CREF has introduced its new Signature-Ready Form 5500 Preparation Service, in collaboration with Deloitte.

The Hartford Financial Services Group, Inc. is expanding its product offerings to include 403(b) retirement programs for nonprofit organizations serviced by third-party administrators (TPAs).

A recent survey conducted by ING’s U.S. Retirement Services indicates those employed in the higher education community are growing more nervous about their ability to retire comfortably, yet...

Although the new regulations governing 403(b) plans are already in effect, many plan sponsors admit to not fully understanding certain compliance requirements.

VALIC has been selected by the University of Alabama System (UAS) as a 403(b) plan provider for its more than 19,000 faculty and staff members.

U.S. Retirement Partners has acquired a specialized plan firm in Florida for its national network of 403(b) benefits providers serving the K-12 market segment.

The SPARK Institute has released the final version of its guidelines on Form 5500 Aggregation for multiple-vendor 403(b) plans.

Two teachers have filed a lawsuit against VALIC, claiming the firm misled them about purchasing annuities for their 403(b) accounts.

WACO Community Schools of Wayland, Iowa, will continue offering the state’s 403(b) retirement plan to employees, after staff spoke out against its elimination.

VALIC has hired Robert J. "Bob" Architect, formerly senior tax law specialist and 403(b) guidance author in the Internal Revenue Service's Employee Plans Division, as vice president of...

Diversified Investment Advisors, Inc., has announced that Brodie Wood has been promoted to vice president and 403(b) market leader of the firm’s not-for-profit (NFP) practice.

PlanServe Data Systems has released a new technology platform for supporting common remittance, compliance, and other data requirements of 403(b), 457, and other multi-vendor employer benefit plans.

Participants in GuideStone’s 403(b) plans saw an average 40%-boost in their account balances between March and November 2009, the Dallas-based financial services provider said.

The SPARK Institute has released a draft of new guidelines for ERISA-covered 403(b) plans that, due to new regulations, must now file a full Form 5500.

Diversified Investment Advisors, Inc., has released a white paper about 403(b) plan compliance with statutes of the Employee Retirement Income Security Act (ERISA).

Symetra Life Insurance Company has launched Retirement Passport Group Variable Annuity for the 403(b)/457 market.