Tag: non-ERISA 403(b) plans

Trends

Of Mutual Benefit

Advisers can help small nonprofits—a market that’s expected to grow.

Data & Research

January 8th, 2019

403(b) Plan Sponsors Continue to Improve Investment Oversight

Even among 403(b) plans not governed by ERISA, PLANSPONSOR DC Survey results show that in 2016, 54.3% of plan sponsors reported they have an investment committee for their...

Compliance

August 13th, 2018

Non-ERISA 403(b) Plan Sponsor Cited for Late Deposit of Deferrals

A charter school in New Orleans has been told it has violated federal law and its obligations regarding financial management as identified in the charter operating agreement.

Events Spotlight

DCIO and Investment Menu Survey

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife

THOUGHT LEADERSHIP

Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA

THOUGHT LEADERSHIP

The Retirement Income Dilemma

What are we solving for and what have we learned so far?

Sponsored by MFS Investment Management