Tag: 403(b) plans

“Don't know if the Experts remember me, but I was the one who posed the question back in March about...

The lawsuit accused Matrix Trust Company of violating its fiduciary duties by making unauthorized transfers of participants’ accounts to a...

“I work with a plan sponsor at a private high school.

Research published by NTSA also finds a 203% increase in average contribution rates among plans providing access to 15 or...

“Our plan is a 403(b) plan that has elective deferrals AND a mandatory employee contribution that is a condition of...

If the proposed rules are finalized, there would be no more suspension of deferrals after a hardship withdrawal or requirement...

“What are the combined limits for someone whose employer has both a nonprofit and affiliated for-profit organization, where the individual...

The average 401(k) balance reached an all-time high of $106,500 in the third quarter, and the average 403(b) balance is...

“One of our employees, who consistently defers the maximum to both our 403(b) retirement plan and 457(b) deferred compensation plans,...

A lawsuit alleges that the defendants failed to take advantage of the plans' bargaining power by only offering actively managed...

“I work with a higher education institution that is attempting to incentivize some of our faculty who have reached traditional...

More are using automatic plan features, fiduciary advisers and investment policy statements, PSCA finds.

IPX is a modernization of traditional recordkeeping platforms that serve plans with multiple providers.

“I work for a plan sponsor that maintains a 403(b) plan with annuity contracts.

“I was recently hired to work with an entity that is a Native American Tribal Government. Can it sponsor a...

While the first lawsuit focused on excessive recordkeeping, administrative and investment fees, the new lawsuit focuses specifically on the university’s...

In a decision granting victory to New York University, a federal judge noted “deficiencies in the Committee’s processes—including that several...

“Why are 403(b) plan assets generally not held in a trust?”

“The school has been deemed non-compliant with its contractual obligations regarding financial management as identified in the charter operating agreement,”...