Tag: 403(b)

More than half (60%) of 401(k) participants age 55 and older believe they are ill-prepared for retirement, says new research.

State Street Global Advisors (SSgA) appointed Mark Fortier as managing director and head of global defined contribution (DC) research and product development.

Perception is reality—at least when it comes to movements in investor optimism.

A new research paper finds that defined contribution (DC) retirement plans, such as 401(k)s, play a growing and important role in...

Higher education institutions across the U.S. are enacting plan consolidations and refining features to drive down costs, a Transamerica report shows.

Sapiens International Corporation announced the upcoming release of its Retirement Services Recordkeeping Platform.

Andrew Gracan joined Great-West Financial as regional sales director of national accounts in the Northeast.

Defined contribution (DC) plans currently account for approximately half of participants’ total investable wealth, according to the Cogent Research DC Participant Planscape Study.

Washington’s warning to slash tax-deferral incentives associated with 401(k)s and individual retirement accounts (IRAs) tops advisers’ challenges in 2014, according to Brian Graff, executive director of the American...

Advisers eyeing small and midmarket nonprofits have a new option with Great-West Financial’s Premier and Custom Key 403(b) offerings.

Another higher education institution has moved to a sole recordkeeper model for its 403(b) plan.

A recent J.P. Morgan survey found significant gaps between plan sponsors’ intentions and the reality of how plan strategies actually unfold.

There are a number of advantages to using a 403(b) retirement plan for nonprofit organizations.

The American Society of Pension Professionals & Actuaries (ASPPA) sent a comment letter to the Internal Revenue Service (IRS) about the definitions of vesting and severance for pre-approved...

The SPARK Institute has requested guidance from the Internal Revenue Service (IRS) relating to 403(b) retirement plans.

Participant demographics and behavior vary by plan type, an analysis shows.

The American Society of Pension Professionals & Actuaries (ASPPA) is asking for changes to ease correction burdens for retirement plan sponsors.   

July 16, 2013 (PLANSPONSOR.com) – Prudential Retirement has partnered with ASPire Financial to make Prudential's stable value product available to more school districts that use ASPire as recordkeeper.

Using a financial adviser helps bring more focus to the need to save for retirement, a survey found.

Some retirement plan compliance issues are unique to 403(b)s.