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Information & Insights for the 403(b) Community
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.
Guidance on Missing Participants Listed as IRS Priority
The 2020-2021 Priority Guidance Plan says the agency will include guidance on uncashed checks.
Ask the Experts
Special Compensation Limit for Governmental Plans
“I recently starting working for a public university that sponsors a 403(b) plan. I am familiar with the 401(a)(17) compensation limit ($285,000 in 2020, $290,000 in 2021). But someone here told me that there is actually a “special” 401(a)(17) limit that applies to certain employees. Sounds fishy to me; does it sound fishy to the Experts?”
Deliver More Client Value With The IPX Platform For 403(b)/457 Plans
Investment Provider Xchange (IPX) is revolutionizing the retirement plan industry. Get diverse options, like income, funds, ETFs and custom portfolios, on one platform, resulting in more choice and access to on-demand reporting for you and your clients.
Mercer Re-evaluates Retirement Practices for 2021
More employers are emphasizing employee needs as they look to the new year, Mercer says.
UPenn Will Settle ERISA Fiduciary Breach Lawsuit
The filing of a stay motion related to a forthcoming settlement represents the beginning of the end for the complicated litigation.
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