Tag: 403(b) Services
PlanServe Data Systems has released a new technology platform for supporting common remittance, compliance, and other data requirements of 403(b), 457, and other multi-vendor employer benefit plans.
Participants in GuideStone’s 403(b) plans saw an average 40%-boost in their account balances between March and November 2009, the Dallas-based financial services provider said.
The SPARK Institute has released a draft of new guidelines for ERISA-covered 403(b) plans that, due to new regulations, must now file a full Form 5500.
Diversified Investment Advisors, Inc., has released a white paper about
403(b) plan compliance with statutes of the Employee Retirement Income
Security Act (ERISA).
Symetra Life Insurance Company has launched Retirement Passport Group Variable Annuity for the 403(b)/457 market.
TIAA-CREF is the latest financial firm to offer an application for the iPhone.
The Internal Revenue Service (IRS) is offering a way for 403(b) plan sponsors to feel secure, until the new 403(b) Prototype Program begins, that their plan documents will comply with new regulations.
New research sponsored by AUL Retirement Services finds 403(b) plan sponsors are confident they understand their responsibilities and are not worried about IRS audits.
The majority of of 403(b) plan service providers responding to a recent SPARK Institute survey said they are already adhering to, or intend to adhere to, the institute’s best practices.
The California Institute of Technology has chosen TIAA-CREF to be the single administrative services provider for the Caltech Retirement Program, beginning January 1.
Standard Retirement Services, a subsidiary of StanCorp Financial Group, Inc., will begin offering its proprietary managed account service to 403(b) plans next month, the company announced.
ING’s U.S. Retirement Services has recently formed a new Business Development Team dedicated to serving employer-sponsored higher education retirement plans across the country, and identifying new growth opportunities for this segment of the 403(b) market.
The Internal Revenue Service (IRS) is reportedly working on a final revenue procedure for Section 403(b) prototype plans that takes into account comments received.