Tag: 403(b) Services

9th Circuit Clears NEA in Annuity Sales Case

A federal appellate court has ruled that the National Education Association (NEA) cannot be held liable for a fiduciary breach because of its endorsement and marketing of annuities in 403(b) plans offered to NEA members.

PANC 2010: The 403(b) State

Between the effects of the economic downturn and the implications of sweeping new regulations, sponsors of 403(b) plans have been through a lot in the past couple of years. 


CPI to Offer Symetra Daily Value Fixed Account

Symetra Life Insurance Company announced its Daily Value Fixed Account (Daily Value) feature for retirement plans is now available on the CPI Qualified Plan Consultants, Inc., retirement program platform.

Reform School

The K-12 market segment responds to Internal Revenue Service regulations

403(b) aware

New 403(b) rules may offer opportunities for advisers to have a "client touch"