Tag: 403b

Newkirk is rolling out a single document participant fee disclosure solution for ERISA 403(b) plans. 

An ERISA Strategist report from law firm Constangy, Brooks & Smith LLP says 2010 was the year that illuminated retirement plan problems plaguing 403(b) plan sponsors.

Fiduciary Investment Advisors, LLC (FIA) announced that Vincent M. Smith has joined the firm as an investment consultant.

ASPPA and the National Tax Sheltered Accounts Association (NTSAA) have submitted a letter to the IRS regarding the termination of a 403(b) plan which is funded, in whole...

This past week, my son graduated from high school.   

Much to my surprise, my son went to prom this weekend. 

U.S. Retirement Partners (USRP) has acquired USD Insurance and Financial Services, Inc. (USD), a 403(b) provider serving the K-12 education market. 

The results of the 2010 and 2011 403(b) Plan Surveys from the Profit Sharing/401k Council of America (PSCA) reveal some interesting differences.

A 403(b) plan sponsor survey from the Profit Sharing/401k Council of America (PSCA) and The Principal reveals sponsors are increasingly asking for help from investment advisers.

Aaron Friedman, national practice leader for nonprofit consulting at The Principal, says "there is still a huge opportunity for advisers to step in and help." 

ING U.S. Retirement Services has been selected as the retirement plan service provider for the Mount Holyoke College Defined Contribution Retirement Plan.

Strong performance across equity sectors coupled with positive returns in the bond markets helped push total U.S. retirement market assets to an estimated $16 trillion by year-end.

Fidelity Investments has been selected by the University of Oklahoma (OU) as the sole administrative service provider for its 401(a), 457 and 403(b) defined contribution retirement plans.

Bank of America Merrill Lynch’s Advisor Alliance program now has partnerships with 12 recordkeeping partners.

We had wrapped up a very successful half-day adviser event ahead of our annual Awards for Excellence dinner last week.   

ING’s U.S. Retirement Services announced that it has been selected as the service provider for the Howard University & Howard University Hospital Savings Plan.

Every year about this time, we get reports from firms that purport to tell us how much time is spent in preparations for the NCAA basketball tournament—and,...

Plan ratings provider BrightScope has widened its focus, and now has incorporated 403(b) plan data into the BrightScope Rating system. 

The adjustments are in line with The Hartford's newest strategies: increasing its share of government and tax-exempt retirement plans and enhancing participant education.