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Information & Insights for the 403(b) Community
Next Steps for 403(b) Plan Sponsors
Next Steps for 403(b) Plan Sponsors
Now that plan documents will be cleaned up, 403(b) plan sponsors can focus on strategic tasks such as plan design changes and on complying with new legislation.
Bill Introduced to Allow CITs in 403(b)s
Vanguard estimates the cost savings to 403(b) participants in plans that offer CITs could amount to as much as $250 million per year.
Ask the Experts
Distribution Reporting for 457(b) Plans
“Are distributions to retired employees from a 457(b) plan of a private tax-exempt employer reported on a 1099-R or W-2? Does it matter whether the distribution is an annuity or not?”
Helping non-TDF DC Plan Investors Diversify
DC plan sponsors have several items in their toolbox to help participants create a diversified portfolio that includes exposure to equities in line with their risk tolerance.
SEC Adopts Rule to Simplify Variable Annuity Disclosures
The action, in part, addresses the concern plan sponsors had about the ability to understand—and to communicate to participants—these complex products.
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