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Information & Insights for the 403(b) Community
CITs a No-Go for 403(b) Accounts
CITs a No-Go for 403(b) Accounts
One of the original three bills of SECURE 2.0 did contain such a provision, but it was ultimately dropped.
Texas Area Counseling Service Found Exempt from 403(b) ERISA Requirements
The service was found to be in a legal safe harbor, but the case continues against the plan adviser.
Ask the Experts
Does SECURE 2.0 Require Immediate Action by 403(b) Plan Sponsors?
A little bird (actually, several little birds) informed me of the recent passage of major retirement plan legislation. Is there any immediate action I need to take as a 403(b) plan sponsor?
403(b) Plans Will Continue to Act More Like 401(k)s with SECURE 2.0 Changes
Plan sponsors offering 403(b) plans may be able to operate them more like 401(k)s after SECURE 2.0, according to experts.
Last Week for Retirement Plan Adviser of the Year Nominations
We need your help in identifying the best retirement plan advisers in the country. If you work with a great plan adviser or plan adviser team, nominate them to be recognized in the 2023 PLANADVISER Retirement Plan Adviser of the Year awards program. Nominations for the Plan Sponsor Service and Plan Adviser Service categories can only come from plan sponsor clients, so it is up to you to make their excellence known.
2023 Plan Sponsor of the Year Nominations Are Open
Do you know of or work for a plan sponsor that goes above and beyond to make retirement security a reality for employees?
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