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Information & Insights for the 403(b) Community
Plan Progress: Building an Effective Financial Wellness Program
Plan Progress: Building an Effective Financial Wellness Program
The best programs include financial coaching, including one-on-one sessions, and are appealing to employees, experts say.
PSNC 2021: What to Expect From Provider Relationships
Industry experts discussed how to work with providers to ensure success for your plan.
Ask the Experts
Is Past Service Counted for Eligibility for Previous Student Employees?
“Would service performed as an employee that could be statutorily ineligible count for eligibility and/or vesting purposes under the plan? For example, in our 403(b) plan, under the universal availability rules, we exclude students performing services described in Code section 3121(b)(10), since we have university students performing services for our university. Does that service count for eligibility and vesting purposes if we later hire such students as retirement plan eligible employees, assuming break-in-service rules wouldn’t wipe it out?”
Determining DC Saving Rates
Auto-enrollment has a greater impact on participant savings than any other variable.
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