Data Points
403(b) Plans Tuned In to Education
Nonprofit and public plans are the most apt to support efforts to learn
Tag: plan loans
The Importance of Addressing Participant Complaints
If a sponsor does not respond, they could face a civil and/or DOL lawsuit
TDFs Particularly Popular Among Younger Investors
Sixty-four percent of participants in their 20s own a TDF.
Plan Documents Require Update After Tax Reform
The new law extends the time a participant has to repay loans from 60 days after an offset to the date their tax return is due.
Form 5500 Data Shows Large Sponsors Favor TDFs to Boost Savings
Employer contributions and loans are also prevalent, a Brightscope/ICI report says.