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. 


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"