What Are the Maximum 403(b) and 457(b) Deferral Limits for 2026?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 403(b)
House Passes Legislative Package Allowing CITs in 403(b) Retirement Plans
The bill, which includes more than 20 measures that had progressed out of committee, would ‘level the playing field’ for investments in plans serving educators and nonprofit employees.
Benefits |
Fidelity Retirement Account Balances Reach Record Highs
The firm’s ‘Q3 2025 Retirement Analysis’ indicated last quarter’s results were driven by consistent savings and positive market performance.
Can A Plan Keep Its Cashout Limit at $5,000?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What is a Base Plan Document for Preapproved 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
To Level the Retirement Playing Field, Expand CIT Access to 403(b) Plans
Bringing collective investment trusts to 403(b) participants could generate another $500 million annually in retirement wealth, a Vanguard research executive...
IRS Expands Pre-Approved 403(b) Plan Options to Streamline Compliance
The approach offers risk mitigation, often at a lower cost.
Benefits |
What Can the DC Universe Learn From Annuities in 403(b) Plans? It’s Complicated
The products are complex for various reasons, but recent regulatory changes and potential demand are expected to continue driving plan...
Should 403(b) Sponsors Expect to Add New Asset Classes Soon?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can 403(b) Plan Annuities Be Mapped to Replacement Funds?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Retirement Plan Lawsuit Targets Texas Health Care System
Retirement plan participants alleged fiduciary breaches occurred within the Houston-based health care system’s 401(k) and 403(b) plans.
How Should Plan Sponsors Stand Up a New Retirement Plan Committee?
Plan sponsors can find education and training for their retirement plan committees from several sources, but how best to build...
How Sponsors Can Get the Most out of DC Plan Design Changes
Annuities may be a hot topic, but sponsors can add the most value to plans by incorporating features like auto-enrollment...
Benefits |
DOL Prevails in Court Orders, Removing TPA From Acting as Fiduciary for Sponsors
The regulator prevailed in motions against a Pennsylvania retirement third-party administrator it alleges stole $5.5 million in retirement plan assets...
Auto Default Contributions Hit High of 4.1% Among Fidelity Participants
The recordkeeper also found retirement saving balances rebounding with stronger market performance in Q2.
SECURE 2.0: What’s Not to Like? Nothing, Apparently.
It is becoming harder and harder to find a party who offers anything other than support for SECURE 2.0.
403(b) Plans May Apply for IRS Determination Letters Starting Next June
The IRS will provide determination and termination letters to 403(b) plans beginning next June.
Wilmington Trust Launches CIT Onboarding Tool
The tool for employer-sponsored plans seeks ‘democratization’ of the use of collective investment trusts.
Social Security Fears Drive Early Benefit Claims
Schroders finds that almost half of workers surveyed have no strategy to generate retirement income.
SEC Secures Sizable Settlement From Equitable Financial
According to an SEC announcement, Equitable gave investors the false impression that their quarterly account statements listed all fees paid...