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Information & Insights for the 403(b) Community
If COVID-19 Prompts Teacher Retirements, Pensions in Jeopardy
It would increase public pension plans’ required contributions and result in lower contributions by members.
Financial Wellness Programs Should be Engaging and Include Objective Measures
A Retirement Advisor Council paper recommends ensuring the program is accessible and usable to anyone regardless of literacy, wealth or earnings.
Ask the Experts
Can Nonresident Aliens Be Excluded From Deferring in 403(b)s?
“We are a private health care organization which sponsors an Employee Retirement Income Security Act (ERISA) 403(b) plan. Can we exclude nonresident aliens from the right to make elective deferrals to our plan?”
Educators Trying to Balance Safety With Finances
Three-fourths of K-12 educators consider their job risky in terms of exposure to COVID-19, but they are also concerned about the pandemic's impact on their ability to save for retirement.
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