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Information & Insights for the 403(b) Community
Consider Who Is Paying When Benchmarking Retirement Plan Fees
Consider Who Is Paying When Benchmarking Retirement Plan Fees
There is less risk when a plan sponsor pays retirement plan fees, but that doesn’t necessarily mean the benchmarking should be different than if participants pay.
Helping Employees With Financial Decisions During COVID-19
When the pandemic is financially and emotionally affecting employees, they need access to sound reasoning.
Ask the Experts
What Types of Situations Does a ‘Mistake of Fact’ Plan Document Provision Cover?
“I was reading my ERISA 403(b) plan document and came across a “mistake of fact” provision that permits employer contributions to be returned to the plan sponsor within a year of contribution. However, the plan does not define what constitutes a mistake of fact. Can the Experts clarify?”
Get Notified When Nominations Open
Each fall, PLANSPONSOR opens nominations for our annual Plan Sponsor of the Year and Retirement Plan Adviser of the Year awards. The best place to learn when the nominations open for these or any other awards programs is via our email newsletters. However, if you would like to receive an email notifying you when nominations are open, please provide your information.
OCIOs Help DC Plan Sponsors With Investment Lineup Best Practices
Plan sponsors using an outsourced chief investment officer have more diversified asset classes and a mix of active and passive investment options in their fund lineups, PGIM research found.
Plan Providers Supplement Lifetime Income Projections
Concerned that lifetime income projections on participant statements may not be reliable, providers are offering more personalized online tools.
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