Tag: 403b

NAGDCA laid out these and other 2024 legislative priorities.

The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B...

The firm cites almost 650 employers in their pooled employer plans; meanwhile, Ameritas is launching a 403(b)-specific offering.

Almost all retirement plan limits will increase, with the exception of catch-up contributions, according to the benefits consultancy.

The recordkeeper’s Q2 participant report also finds third-consecutive boost in average retirement account balances on strengthened markets.

The firm calls its Secure Retirement 403(b) PEP the first to market, following a years-long push for PEPs in the...

The IRI wrote to the Biden administration in the hopes it will back retirement legislation that paves the way for...

The product and business development leader discusses the opportunities and challenges of in-plan retirement income annuities in DC plans. 

BlackRock’s investment comes on the heels of retirement legislation designed to increase retirement plan coverage by small businesses.

Alera buys Ascent Group, adds $2.8B in AUM; Heffernan snags Utah-based insurer; Marsh McLennan acquires HMS Insurance Associates; and more.

Industry actors and interest groups continue to express enthusiastic support for SECURE 2.0 and support its passage in the coming...

Beginning in June 2023, the IRS will allow 403(b) plans to apply for determination and termination letters, similar to 401(a)...

Plan adviser users of the tool can automatically pull key data for the plan they are advising into the system...

Almost half of workers surveyed (48%) have no strategy to generate retirement income, Schroders finds. 

The retirement planning and advisory industry is rapidly changing this year, with two more major acquisitions already being announced by...

Details have not yet been published, but a court filing shows the parties have reached an agreement to resolve the long-running case.

Do you work with, or know of, a plan sponsor that deserves recognition for going above and beyond? Consider nominating them for a 2021 PLANSPONSOR Plan Sponsor of...

SECURE Act-based guidance from the IRS will allow for distributions of custodial accounts under rules similar to those that have been available for annuity contracts under a 403(b)...