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Information & Insights for the 403(b) Community
2020 Plan Sponsor of the Year
2020 Plan Sponsor of the Year
Less than one week left to nominate a plan sponsor for our annual Plan Sponsor of the Year awards!
AIG Confirms Investigation of 403(b) Annuity Sales Practices
It has been reported that the SEC is investigating sales and disclosure practices at VALIC, a unit of AIG, including its dealings with retirement plan participants at school districts and universities.
Ask the Experts
Can In-Service Distributions Be Rolled Over?
“Our 403(b) plan allows for in-service distributions. What is the income taxation of such distributions, and can such distributions be rolled over to another retirement plan or IRA as is the case with distributions at retirement/termination of employment?”
Rethinking the Idea That There is a Retirement Crisis
A new report says Americans have greater access to workplace retirement plans and are saving more than in the past, and better protections are in place to guard their savings.
Evolving Best Practices: Recordkeeping Fees
Per participant or asset-based? Each approach has its merits, but is one preferable under the Employee Retirement Income Security Act’s strict fiduciary standards?
Barry’s Pickings: Software Eats ERISA Disclosure
Michael Barry, president of O3 Plan Advisory Services LLC, contemplates whether questions asked in the DOL’s e-disclosure proposal could lead to more improvements.
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