Tag: 403b

Working Americans are a lot less confident about their retirement prospects, according to a new report. 

PLANSPONSOR  today proudly announces the 2011 winners of its annual Plan Sponsor of the Year awards across five distinct workplace segments:  

There’s been a lot of talk coming from Washington of late about the need to have “an adult conversation” with the American people. 

The Internal Revenue Service (IRS) has provided clarification on how section 403(b) plan termination provisions apply.

ASPPA and a group of 403(b) plan professionals have renewed their appeal to the government for additional relief for 403(b) sponsors struggling to meet new compliance requirements of...

After a two-week public comment period, the SPARK Institute released a final updated version of its information sharing best practices for 403(b) plans.

The SPARK Institute released a draft of updates it intends to make regarding information-sharing best practices for 403(b) plans and has asked for comments. 

Efficient Market Advisors, an exchange-traded fund (ETF) separate account manager, is offering professionally managed portfolios οf ETFs to 403(b) plans. 

The Internal Revenue Service (IRS) has announced plans for a telephone forum to discuss recent guidance on in-plan Roth rollovers for 401(k) and 403(b) plans.

A snapshot of 403(b) plan sponsors by the Profit Sharing/401k Council of America (PSCA) finds employers and employees are staying the course in the face of a difficult...

A study by the Profit Sharing/401(k) Council of America found less than half of 403(b) plan sponsors have an investment committee in place, and only 9% monitor if...

Plan sponsors who are allowing direct Roth rollovers from 401(k) and 403(b) plans don’t have to worry about mandatory withholding for those “distributions.”

Retirement Made Simpler (RMS) released an online toolkit to provide employers with step-by-step guidance for implementing 403(b) plan automatic features.

Fidelity Investments reported a 20% increase over the past three years in the number of participants in its tax-exempt savings plans, which serve higher education, health care, and...

CPI Qualified Plan Consultants, a third-party recordkeeping and administration company, announced the addition of a third fixed-interest option from VALIC to the CPI platform.

The Hartford Financial Services Group, Inc. launched a new educational program to encourage participation in defined contribution retirement plans, in recognition of national Save for Retirement Week

MassMutual's Retirement Services Division published a white paper on the latest 403(b) regulations and the impact on fiduciary duties, including Form 5500 reporting/audit requirements and Internal Revenue Service...

With a Friday filing deadline looming, a retirement services trade group has asked for more time for 403(b) sponsors to file the Form 5500.

The U.S. House of Representatives has approved a bill that includes provisions allowing retirement plan participants to roll over their assets into in-plan Roth accounts.  

The SPARK Institute has published the final version of its Best Practices for ERISA-covered 403(b) plans that must file a full Form 5500.