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Information & Insights for the 403(b) Community
Higher Education Plan Sponsors Seeing More Demand for Participant Investment Help
Higher Education Plan Sponsors Seeing More Demand for Participant Investment Help
Plan sponsors can respond by simplifying fund menus and providing access to professional help; many are already using managed accounts.
Congressman Again Pushes for Expanding Investment Options in 403(b)s
A lack of access to the same investment types allowed in other DC plans means 403(b) plan participants are missing out on increased retirement savings, industry sources say.
Ask the Experts
Did the In-Service Distribution Age Change for 457(b) Plans?
“I work with a private 501(c)(3) health care organization that sponsors both a 403(b) and a 457(b) plan. We permit in-service distributions in our 403(b) at age 59.5, and would love to allow such distributions in our 457(b) plan as well for administrative and communication consistency purposes, but have always been told that the law that applies to 457(b) would not allow that. However, I recently read an article indicating that a SECURE Act-related provision would permit in-service distributions in 457(b) plans at age 59.5. Is that correct?”
Taking Steps to Expand Retirement Plan Access
Between state-run plans, PEPs and moves to enhance SIMPLE plans, different entities are tackling the same problem in different ways.
Participants Expressing COVID-19-Related Withdrawal Regret
They say loans and withdrawals put them in a better place financially, but they are concerned about their long-term financial picture.
Delivering a Next Generation Participant Experience
John James, with Vanguard, says the retirement plan industry is ripe for disruption in delivery and personalization.
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