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Information & Insights for the 403(b) Community
Helping Workers Rebuild Their Retirement Savings Post-Pandemic
Helping Workers Rebuild Their Retirement Savings Post-Pandemic
Plan sponsors should stress the need to save for retirement and allay fears about market volatility, among other things.
Calling All PLANSPONSOR Plan Adviser of the Year Nominations
Does your retirement plan adviser go above and beyond for your plan and participants? Tells us their story by nominating them for the 2021 PLANSPONSOR Plan Adviser of the Year awards.
Ask the Experts
with subject line “Ask the Experts.”
The Value of Having a Retirement Plan Committee Charter
While not required by ERISA, attorneys say a committee charter is a best practice that can help a plan run more smoothly—and help fiduciaries avoid litigation and penalties.
Making the Savings Decision More Palatable for Participants
Research and real-life experience show that framing amounts employees need to save in smaller bits can help them increase and sustain their savings.
UPenn Agrees to $13M 403(b) Plan Lawsuit Settlement
The newly published text of the settlement agreement and accompanying order include significant non-monetary actions to be undertaken by UPenn.
Trustee Sued Over Retirement Plan Account Fraud
The lawsuit claims the trustee allowed an unauthorized person to take a distribution from a participant’s account and that the trustee is refusing to provide information to help remedy the situation.
Annexus Retirement Solutions Releases Lifetime Income Builder
Lifetime Income Builder is designed to help participants generate the most retirement income from their defined contribution (DC) plan and eliminate the risk of outliving their income by embedding a guaranteed lifetime withdrawal benefit directly into a target-date fund (TDF) or managed account.
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