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Information & Insights for the 403(b) Community
Older Participants Are Increasing Exposure to TDFs
Older Participants Are Increasing Exposure to TDFs
EBRI and ICI research finds the largest net movement toward target-date fund use over the period studied occurred among consistent 401(k) participants ages 40 and older.
IRS Addresses Labor Shortages With FAQs About Rehiring Retirees
The agency has issued two FAQ documents addressing pension plan rules when rehiring retirees and says federal departments are holding webinars to address staff shortages in public school systems.
Ask the Experts
with subject line “Ask the Experts.”
Deemed Distributions Can Be Triggered by More Than Just Loan Nonpayment
The IRS reminds retirement plan sponsors of rules that, if broken, can result in loan amounts being deemed distributions.
The Problem of ‘Narrow Framing,’ and Its Impact on Retirement
Shlomo Benartzi, professor emeritus at the University of California, says giving employees a holistic view of their financial lives helps them effectively allocate income.
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