Tag: 403(b)

A flash drive containing information about 403(b) or 457(b) plan participants that was given to an IRS agent was lost.

“I keep hearing about the concept of financial wellness, but I am not quite certain what it means.

While establishing processes to comply with IRS regulations, a school district in Illinois decided it wanted a better plan for...

The purpose of the revision is to provide more specificity concerning the data to be shared between providers.

“We are considering adding Roth contributions to our 403(b) plan.

“Why should I conduct a request for proposals (RFP) for a recordkeeper for my retirement plan?”

“Can a 403(b) plan offer managed accounts?”

Lack of awareness, pressure by vendors that want to maintain the status quo and limited provider choice are hindering K-12...

Sixty-eight percent say helping employees accumulate income for retirement is the primary goal of their plan.

“I work at a health care facility where we are considering merging with another facility.

“What types of nondiscrimination tests are required for 403(b) plans? For example, is a top-heavy test required?”

A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the...

“There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.

The seventh annual benchmarking survey of 403(b) plans from the PSCA found a significant increase in the number of plans...

The Fiduciary Responsibility eSource on ERISApedia.com has been expanded with new forms that guide retirement plan officials through key administration...

The creation of the modern 401(k) is a complicated story, but the emergence of today’s tax-qualified 403(b) plan is an...

“I just read the June 30th Ask the Experts Column about 15-year catch-up, and had a question about the final...