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Information & Insights for the 403(b) Community
Reasons to Offer a Mix of Passive and Active Investments in DC Plans
Reasons to Offer a Mix of Passive and Active Investments in DC Plans
Investment experts say it provides diversification and the potential for better outcomes, and it can provide fiduciary protection for plan sponsors.
2021 Plan Sponsor of the Year Nominations Are Open
Nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators (TPAs), employees and colleagues, or, you can even nominate yourself.
Ask the Experts
with subject line “Ask the Experts.”
Recordkeeper Consolidation Can Be a Good Thing
The pool of options may be shrinking, but recordkeepers have to focus on meeting participant and plan sponsor needs to keep business going.
SPONSORED BY: Nationwide
Find 403(b) resources and tools in our new Consultant Center
We go above and beyond to support you and your clients. For retirement planning, thought leadership, and industry insights, visit the Consultant Center.
DOL Reveals Changes to 2020 Form 5500
Modifications include updates in response to the SECURE Act.
Reducing the Number of External Asset Managers Could Cut Costs for Public Pensions
However, researchers find that to maintain the best after-fee returns, pensions should carefully consider which managers to eliminate.
Barry’s Pickings: Round and Round We Go
Michael Barry, president of O3 Plan Advisory Services LLC, discusses the political back and forth that occurs when administrations change, and the resulting lack of clear rules.
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