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Information & Insights for the 403(b) Community
Responding to Health Care Workers’ Retirement Readiness Concerns
Responding to Health Care Workers’ Retirement Readiness Concerns
As health care employees’ worry about outliving their assets, plan sponsors can help them prepare for income in retirement.
403(b) Plan Design Continues to Evolve
Investment lineups have also changed, and fees have gone down.
Ask the Experts
Properly Correcting 402(g) Excess Deferrals
“I am trying to find out about how to properly correct 2021 402(g) excess deferrals made to our 403(b) plan, but it appears that the Experts have not written on that subject in quite some time. Can you provide updated information in this regard?”
Researchers Uncover Different Way to Encourage Retirement Savings
Research examined the effects of establishing future dates as new beginnings and opportunities to save for retirement
Plan Sponsors Have Various Methods to Improve Participant Outcomes
In a new issue brief, the American Academy of Actuaries explains four categories of plan design features that might affect retirement outcomes, depending on the participant.
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