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Information & Insights for the 403(b) Community
Fidelity Finds Retirement Account Growth in Q2, Better Outcomes for Nonprofit Workers
Fidelity Finds Retirement Account Growth in Q2, Better Outcomes for Nonprofit Workers
Retirement savings for Gen X workers showed improvements in the year’s second quarter, and nonprofit workers continue to show improvements in retirement readiness.
TIAA Picks Accenture for Recordkeeping Operations, Participant Services
TIAA will maintain all plan assets and relationships, while Accenture leverages technology and expertise to enhance the digital experience for plan sponsors and participants.
Ask the Experts
Is It a Good Time to Consider a Student-Loan Repayment Match?
Q: A while ago, after consulting with our ERISA attorney, we decided to delay approval of a student-loan-repayment match feature in our ERISA 403(b) plan because, as our counsel put it, there were too many outstanding questions regarding the benefit. Given the recent release of IRS Notice 2024-63, which provides clarification on retirement plan student loan repayments, do you think we can revisit this provision?
SPARK Meeting Seeks to Identify Roth Catch-Up Needs
Recordkeepers and payroll providers met to decide on workflow to establish implementation processes for SECURE 2.0 Roth catch-up mandates.
Educational Assistance Programs Can Be Used to Help Repay Student Loans
Employees whose employers offer educational assistance programs can use them to help pay student loan obligations until at least December 2025, according to the IRS.
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