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January 17th, 2023
Information & Insights for the 403(b) Community
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Plan Sponsor of the Year Nominations Closing Soon!
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Are you or do you know of a plan sponsor that goes above and beyond to make retirement security a reality for employees? Get yourself, or them, recognized in PLANSPONSOR’s Plan Sponsor of the Year awards program. Judging for the awards is largely based on applications the plan sponsors will be sent to fill out, so get your nominations in soon. The deadline is January 20. 
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Ask the Experts
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Should We Continue To Refer To Our 403(b) Plan By An Outdated Name?
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I work in employee benefits for a health care entity, and I noticed that our 403(b) plan is named the XYZ Hospital Tax Deferred Annuity Plan, even in the plan document. Our plan hasn’t even had annuities for several years (we converted to an all-mutual-fund platform a decade ago) and we also now have Roth 403(b) account in addition to traditional tax-deferred accounts. Is there any reason that we should continue to refer to our plan by a name that is so outdated and potentially confusing to participants?
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Deadline Extended for Retirement Plan Adviser of the Year Nominations!
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Do you know an adviser or adviser team you admire for their community impact? Do you work with an adviser or adviser team that offers great service to your participants or is working on a solution to solve for the retirement plan coverage gap? We have just extended the deadline for nominations for our Retirement Plan Adviser of the Year Awards to January 20. Judging for the awards is largely based on the application that each nominee will fill out, so please get your nominations in soon.
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