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Information & Insights for the 403(b) Community
The Next Evolution in 403(b) Plans: Investments
The Next Evolution in 403(b) Plans: Investments
While 403(b) plans have made great strides, lifting restrictions on the types of investments the plans can offer and considering more diverse investment types could further improve participant retirement outcomes.
K-12 403(b) Plan Participants Hungry for More Retirement Planning Help
Participants need more information about how their plan and investments work, a survey reveals.
Ask the Experts
with subject line “Ask the Experts.”
IRS Allows for Remote Retirement Plan Participant Elections
The temporary relief is for retirement plan participant elections required to be witnessed by a plan representative or a notary public, including a spousal consent.
DOL Sanctions Use of Private Equity in Asset Allocation Funds in DC Plans
An Information Letter addresses concerns with offering private equity in DC plans with five paragraphs detailing considerations for plan fiduciaries in evaluating and monitoring the investments.
COVID-19 Has Made the Retirement System Weaker
A working paper discusses how the pandemic has affected retirement plans and what needs to be done for the retirement system to emerge stronger.
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