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Information & Insights for the 403(b) Community
Knot of Financial Challenges Derails Saving for Retirement
Knot of Financial Challenges Derails Saving for Retirement
Goldman Sachs Asset Management finds a ‘financial vortex’ of challenges in competing financial priorities is preventing participants from saving sufficiently for retirement. 
Law Firm Files Motion to Dismiss ERISA Complaint Targeting BlackRock Funds
Attorneys for the defendants have asked a federal district court to dismiss ERISA fiduciary breach claims.
Ask the Experts
Can a current active participant transfer assets from a frozen plan to an active ERISA 403(b) plan?
“We are a private healthcare entity that sponsors an active ERISA 403(b) plan and an old frozen non-ERISA 403(b) plan. Is a current active participant in the ERISA 403(b) able to transfer assets in from the frozen non-ERISA plan?”
401(k) Trading in September Reflects Worst Month Since March 2020
Traders favored equities in the beginning of the third quarter as Wall Street posted gaining, but they preferred fixed-income funds in the quarter’s second half as stocks slid.
Aon PEP Passes Assets Milestone
Aon has accumulated $1billion in plan assets and commitments since it launched the pooled employer plan.  
Participate in the DC Survey
For more than 20 years, PLANSPONSOR’s annual Defined Contribution Survey has provided benchmarking data for nearly 50 industries/business sectors and for 401(k), 403(b), and other DC plans, as well as nonqualified plans. Represent your industry and plan type by participating, and you’ll receive a free benchmarking report.
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