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Information & Insights for the 403(b) Community
Current Volatility Shows Weaknesses in TDFs
Current Volatility Shows Weaknesses in TDFs
Lessons about diversification—especially for those nearest retirement—not learned during the Great Recession will be a focus for plan sponsors and TDF providers now.
Pandemic May Stall Implementation of Certain DC Plan Decisions
The effects of the COVID-19 pandemic have plan sponsors contemplating what to do about scheduled re-enrollments, the (RFP) process and fund mapping during recordkeeper conversions.
Ask the Experts
How to Terminate a 457(b) Plan of a Tax-Exempt Sponsor
“How do I terminate a 457(b) plan of a tax-exempt employer?”
Consider Near- and Long-Term Issues Before Implementing CARES Act Provisions
Plan sponsors are urged to consider factors other than the short-term financial needs of their employees before adopting new loan or distribution provisions.
University of Miami Faces Lawsuit Over 403(b) Plan Fees
The plaintiffs say they seek similar remedies as those in a settlement that was court-approved in a case against Duke University.
Can Employers Use PPP Funds to Contribute to HSAs?
Limited guidance on the regulations makes this answer complex for plan sponsors.
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