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Information & Insights for the 403(b) Community
Health Care Costs in Retirement Remain a Top Stressor
Health Care Costs in Retirement Remain a Top Stressor
Fidelity’s latest analysis shows people often underestimate the potential cost of health care in retirement, even after two decades of watching health care costs increase year-over-year.
IRS Reminds Tax-Exempts About Deadline to File Form 990
During a previous project, the agency found some organizations didn’t know their tax-exempt status affected their eligibility to sponsor a 403(b) plan.
Ask the Experts
Can 403(b) Plan Participants Repay or Initiate Loans After Termination?
“I’ve spent my entire benefits career in corporate plans prior to my arrival at a nonprofit health care organization and have a question regarding its 403(b) plan. The plan appears to allow terminated employees to continue to repay loans, and even initiate loans, since repayments are made via ACH bank transfers rather than payroll deduction. Is this permissible? Even at my prior employers, where there were loans repaid by ACH, we still required full repayment or offset of the loan upon employment termination.”
SPONSORED BY: Nationwide Financial
Find 403(b) resources and tools in our new Consultant Center.
We go above and beyond to support you and your clients. For retirement planning, thought leadership, and industry insights, visit the Consultant Center.
Senate and House Committees Ask GAO to Review TDFs
They say that even as target-date funds have grown more popular, their expenses and risk allocations vary considerably.
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