One of the principal drivers of 403(b) Plans for governmental agencies is that when they are combined with a governmental 457(b) Plan, employees eligible for both plans may “double dip.” This is a ...
From CIT access in 403(b) plans to alternative investments and tougher fiduciary expectations, retirement head sees a true ...
WASHINGTON, Aug. 27, 2025 /PRNewswire/ -- A new report from the Investment Company Institute (ICI) and ISS Market Intelligence (MI) finds that most employees in large 403(b) plans subject to the ...
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) last week provided transition relief for plan administrators of 403(b) plans who make a good faith effort to comply with ...
I can tell the flu season is still raging, judging by all the empty desks in our office. We all know one of the best ways to stay healthy is good old-fashioned hand washing with soap and water. A ...
The K-12 educator market, representing less than 10% of 403(b) plan participants, represents a largely untapped opportunity for financial professionals. Teachers, administrators and other staff in the ...
There is currently a disparity in the permitted investment options available under different retirement plans, putting participants of Section 403(b) plans at a disadvantage when compared with ...
What are the options for getting out of paying 1% a year in a 403(b)? If you have high fees in a 403(b) plan, you're right to be upset. Dear Fix My Portfolio, My husband and I are in our late 30s and ...
The House Financial Services Committee advanced a slew of bills May 20, including one allowing 403(b) plans to invest in collective investment trusts and several others that would make changes at the ...
A significant part of the 403(b) regulations passed in 2007 was the requirement that plans be maintained pursuant to a written plan document. The Internal Revenue Service (IRS) indicated its intent to ...