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Information & Insights for the 403(b) Community
2021 Plan Sponsor of the Year Finalists
2021 Plan Sponsor of the Year Finalists
We are pleased to announce the 2021 Plan Sponsor of the Year awards finalists in the Nonprofit Defined Contribution (DC) category.
Determining the Success of Financial Wellness Programs
Monitoring improvements in employees’ financial lives effectively gauges the success of employer financial wellness programs.
Ask the Experts
Lifetime Income Illustrations for 403(b) Plans With Annuities
“We are a health care organization that sponsors an ERISA 403(b) plan that is recordkept by an insurance company. Our plan offers both annuities and mutual funds. I read recently that the SECURE Act requires an annual illustration of the annuity that could be purchased from plan assets. Since our recordkeeper already provides customized statements of the monthly benefit that their retirement plan account balance could purchase in the form of an annuity, is there any additional action we would need to take in this regard?”
Plan Sponsor Roundtable: Retirement Income Is the Outcome
Plan provisions and advice tools can help participants turn their savings into reliable retirement income.
EBSA Disaster Relief Notice Highlights Pandemic’s Lasting Impact
This latest regulatory development is just another piece of evidence underscoring how extraordinary the last 12 months have been.  
TIAA Announces New President and CEO
TIAA has named Thasunda Brown Duckett to succeed Roger W. Ferguson Jr. as president and CEO.
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