Tag: 403(b)

Investment services provider American Century Investments launched a collective investment trust (CIT) designed for defined contribution (DC) participants that incorporates the firm’s One Choice Target Date Portfolios.

Aside from government and non-electing church plans, is there really such thing as a non-ERISA 403(b), given the rules plan sponsors must follow now?

The Internal Revenue Service (IRS) will host a phone forum next month about the 2013 Cumulative List.

Defined contribution (DC) plans are a critical part of the U.S. retirement system, says a research report.

Most defined contribution (DC) retirement plan participants stayed the course last year with their asset allocations as stock values generally rose over the first nine months of 2013.

Fidelity Financial Advisor Solutions, a unit of Fidelity Investments that provides mutual funds and other investment services, released an interactive calculator that helps financial professionals build fixed-income portfolios.

Investment management firm Vanguard reports that the average account balances for 401(k) plan participants reached a record high of $101,650 at year-end 2013.

OneAmerica has launched Index(b), an indexed investing option designed for nonprofit organizations.

Retirement services provider FRA PlanTools released a custom 408(b)(2) checklist product.

A new survey finds that retirement plan participants tend to make investment decisions conservatively.

A new strategy from the Principal Financial Group and National Benefit Services, LLC (NBS) can help financial professionals and their large-plan 403(b) clients manage issues with legacy assets.

The National Tax-deferred Savings Association (NTSA) maintains the same core mission as its predecessor.

More employees are participating in employer-sponsored retirement plans, thanks to plan design changes, but there are still improvements that can be made.

Chris Blair joined Mercer’s San Francisco office as a principal for the firm’s defined contribution (DC) adviser specialty practice.

The Internal Revenue Service (IRS) has updated two publications relating to 403(b) plans.

Consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution (DC) plans should take over the next year.

VALIC, a retirement plan provider for nonprofit institutions, released a plan fee equalization feature within its recordkeeping services.

Total U.S. retirement assets reached $21.7 trillion at the end of September, up 3.9% from the $20.9 trillion measured at the end of the June.

A new report urges U.S. retirement plan regulators to examine and emulate other countries’ efforts to improve employee spend-down options for post-retirement years.

Worries about recruiting and training new talent, as more Baby Boomers retire, top the list of challenges facing plan sponsors and advisers of 403(b) plans.