Senate Asked by IRI to Pass 403(b) Investments Bill
The Retirement Fairness for Charities and Educational Institutions Act would give 403(b) participants access to investments in collective investment trusts....
Tag: 403(b)
As CIT Adoption Surges, Retirement Industry Races to Modernize
Operational bottlenecks are drawing renewed scrutiny as Congress considers opening the $1 trillion 403(b) market to collective investment trusts.
30 Retirement CEOs Back Senate Bill Permitting CITs in 403(b)s
The legislation has stalled in the Senate, as other policy priorities loom before the August recess and midterm elections.
SIFMA Coalition Urges Senate to Advance CIT, E-Delivery Bills
According to the trade groups, the legislation should anchor a Senate package aimed at both strengthening capital formation and protecting...
Faith-Based Group Urges Congress to Authorize CITs in 403(b) Plans
The National Association of Christian Lawmakers joined the growing campaign to allow lower-cost investment vehicles in nonprofit retirement plans.
401(k), 403(b) Saving Rates Hit Record Levels in Q1 Despite Market Volatility
Account balances dipped slightly, however, according to data from Fidelity.
Equitable, Corebridge Name Steve Scanlon, Bryan Pinsky to Run Combined Retirement Divisions
The merger is expected to be completed by the end of the year.
Nonprofit Coalition Lobbies for CITs’ Inclusion in 403(b)s
The group is calling for the SEC to restore ‘fairness and dignity in retirement savings.’
How Can Employers Operating in Multiple States Ensure Compliance with State Mandates?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Can a 403(b) Sponsor Correct 415 Limit Excess Deferrals?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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.
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.