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Information & Insights for the 403(b) Community
2022 Plan Sponsor of the Year Finalists
2022 Plan Sponsor of the Year Finalists
Get to know our 2022 Plan Sponsor of the Year finalists in the Nonprofit DC category. Profiles are now online.
Public-Sector Workers Delay DC Plan Decumulation
Data on decumulation patterns can be useful to public-sector DC plan sponsors who want to help employees with retirement planning.
Ask the Experts
Maximum Loan Amount Across Multiple Plans
“We are a public university system that sponsors separate 401(a), 403(b) and 457(b) plans, all of which allow loans. Do all three plans need to be aggregated in determining the maximum a participant may borrow? I read your Ask the Experts column on the subject, but it only references 401(k) and 403(b) plans.”
Health Care in Retirement Will Cost an Average of $315,000
Fidelity champions health savings accounts paired with a high-deductible health plan as a means of meeting workers’ rising health care costs in retirement. 
SageView Adds Government and Public Sector Retirement Plan Expert
SageView Advisory Group announced the addition of Javier Obando as a retirement plan consultant in its Newport Beach, California, office. A government and public sector retirement plan expert with 25 years of experience, Obando is responsible in his new role for providing retirement and fiduciary services, plan-level consulting, investment research, education and client relationship management.
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