talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Tag: 403(b)
Retirement Planning Added to Benefits Engagement Solutions
Navera's new module provides employees a personally relevant experience to help them make smart financial decisions regarding their 40l(k) or 403(b) options.
Why Participation Is Low in K-12 403(b) Plans
Employers cite several reasons they think employees don’t participate in their 403(b) plans, but it may come down to employees’ inability to save more.
New School Year: Time to Educate Educators About Saving
The beginning of the school year is a time for retirement plan advisers to start new relationships and keep existing employees on track.
MetLife Offers Retirement Planning Resources for Teachers
The “MetLife 3 R’s to Retirement” campaign and website offer resources and guidance to public school district employees.
Can K-12 403(b)s Find a Balance?
There’s been a tug of war, of sorts, over the best design for K-12 school district 403(b) plans, but some say they should strike a balance between old...
SPARK Publishes Updated 403(b) Info Sharing Best Practices
The purpose of the revision is to provide more specificity concerning the data to be shared between providers.
Ease of DC Plan Use Drives Employee Engagement
The median savings rate for non-highly compensated employees increases to 5.9%.
The Need for a Better K-12 403(b) Plan Design
Lack of awareness, pressure by vendors that want to maintain the status quo and limited provider choice are hindering K-12 403(b) plan sponsors from consolidating vendors and improving...
Health Care Providers Very Attuned to Retirement Readiness
Sixty-eight percent say helping employees accumulate income for retirement is the primary goal of their plan.
Report Rounds Up Retirement Reform Needed
A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the American retirement savings system.
Advisers Could Help Boost 403(b) Outcomes
“There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.
More 403(b) Sponsors Contributing to Employee Accounts
The seventh annual benchmarking survey of 403(b) plans from the PSCA found a significant increase in the number of plans offering an employer contribution.
ERISApedia Adds Plan Administration Guidance Forms
The Fiduciary Responsibility eSource on ERISApedia.com has been expanded with new forms that guide retirement plan officials through key administration processes.
Nuances of 403(b) Plan Investment Menus
The creation of the modern 401(k) is a complicated story, but the emergence of today’s tax-qualified 403(b) plan is an even more intricate tale.
Advisory Committee Suggests Additional Guidance for 403(b)s
Seven years after IRS regulations were implemented, 403(b) plans still have trouble with compliance.
Tips for Surviving an IRS Plan Audit
An HR director from Vanderbilt University shared tips from her IRS 403(b) plan audit experience with attendees of the NTSA 403(b) Summit.
J.P. Morgan Has New Head of Defined Contribution
Don MacQuattie joins the firm from Capital Group.
Introducing Automatic Enrollment to K-12 403(b)s
“In 22 states, plan sponsors can use automatic enrollment right away,” said Matt Spina, executive vice president and chief operating officer at AdminPartners.
Non-ERISA 403(b)s Off the Radar
Non-ERISA 403(b)s are not under regulatory scrutiny. Is that a good thing or bad thing?