Tag: 403b

The beginning of the school year is a time for retirement plan advisers to start new relationships and keep existing employees on track.

The “MetLife 3 R’s to Retirement” campaign and website offer resources and guidance to public school district employees.

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...

The purpose of the revision is to provide more specificity concerning the data to be shared between providers.

The median savings rate for non-highly compensated employees increases to 5.9%.

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...

Sixty-eight percent say helping employees accumulate income for retirement is the primary goal of their plan.

A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the American retirement savings system.

“There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.

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.

The Fiduciary Responsibility eSource on ERISApedia.com has been expanded with new forms that guide retirement plan officials through key administration processes.

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.

Seven years after IRS regulations were implemented, 403(b) plans still have trouble with compliance.

An HR director from Vanderbilt University shared tips from her IRS 403(b) plan audit experience with attendees of the NTSA 403(b) Summit.

Don MacQuattie joins the firm from Capital Group.

“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 are not under regulatory scrutiny. Is that a good thing or bad thing?

Lincoln Financial Group’s retirement plan services business made two additions to its institutional retirement distribution team focused on the government plans market.

Only certain tax-exempt employers are eligible to sponsor an Internal Revenue Code Section 403(b) plan, and a given employer’s exemption must be carefully protected through proper documentation and...

Financial software and platform provider Sapiens International Corporation introduced improved eligibility and enrollment capabilities within its defined contribution recordkeeping platform.