Tag: 403(b)

A federal judge agreed with the 403(b) plan participants on many points, but agreed with Emory University that offering a wide range of investment options does not hurt...

The lawsuit challenges the status of the pension plans of Franciscan Missionaries of Our Lady Health System.

Losing tax-exempt status can affect the ability to offer 403(b) plans.

Wagner Law Group says its volume submitter 403(b) plan has flexible design options to meet the needs of most 403(b) plan sponsors.

The analysis from TIAA's proprietary business reveals significant demand for advice through the online tools; however, it also reveals a significant jump in demand for in-person advice between...

TIAA says these strong processes may help explain why fiduciary concerns rank below worries about employee retirement readiness.

The firm’s new module will complement other tools designed to assist advisers in helping their clients determine their overall retirement readiness.

The document is a volume submitter format and is designed to accommodate both ERISA and non-ERISA plans as well as church plans and plans for governmental entities.

The Lifetime Income Disclosure Act would require employer-sponsored plans to provide participants with statements detailing potential lifetime income from annuities.

The new DC plan solution combines human touch and technology to make the onboarding experience easier.

Tess Gee, member in the ERISA & Employee Benefits Litigation practice at Miller & Chevalier, says the stakes are high for all sides, including the government.

Nearly three in 10 (29%) professors surveyed by Fidelity aren’t sure of the investment mix of their retirement savings, suggesting they don’t know if the investments they selected...

The 6th Circuit said if 403(b) participants had tried to use the plan's administrative remedies for claims a plan amendment violated ERISA, it would have been futile.

This was followed by $835 billion in hybrid funds, which include target-date funds, ICI found.

An ERISA lawsuit filed against TIAA by employees of the University of Chicago and Nova Southeastern University has been dismissed by a federal judge, who ruled TIAA should...

Service providers to tax-qualified 403(b) plans already have certain federally mandated conflict of interest reporting requirements, but the Connecticut State Legislature may also step up and play a...

A participant who drew four loans from a retirement account over the years argues her provider inappropriately kept portions of interest payments that should have been credited back...

The form is important for tax-exempt organizations to file, not only to remain exempt, but to qualify to sponsor 403(b) plans.

“If there were any doubt about the best interpretation of the church-plan definition, it would be resolved by the position adopted and consistently applied by the IRS, DOL,...