Tag: 403(b)
TIAA-CREF Whitepaper Provides Guidance for 403(b) Fiduciaries
A new whitepaper by TIAA-CREF highlights steps 403(b) plan sponsors can take to uphold their fiduciary obligations and help plan participants maximize their retirement savings.
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Winner’s Circle
Congratulations to Chad Larsen and Stephen Wilt and the STAR Group, our retirement plan adviser and adviser team of the year!
ASPPA Asks for Relief for Plans Falling out of ERISA Safe Harbor
The American Society for Pension Professionals and Actuaries (ASPPA) has requested transitional relief for 501(c)(3) organizations offering 403(b) plans that have found themselves inadvertently subject to Title I...
MetLife Offers Form 5500 Services to 403(b)s
MetLife Resources, a division of MetLife, has made available IRS Form 5500 filing services to its 403(b) clients.
fiduciary fitness
Deferred Gratification
Final section 409A regulations are complicated, but offer opportunities for advisers
beyond (k)
403(b) aware
New 403(b) rules may offer opportunities for advisers to have a "client touch"
EBSA Offers Form 5500 Guidance for 403(b) Plans
The U. S. Department of Labor’s Employee Benefits Security Administration (EBSA) has issued guidance for 403(b) plans subject to new Form 5500 reporting requirements.
Opinion Letter Program for 403(b) Plans Set to Launch April 1
An Internal Revenue Service (IRS) official said the agency has set April 1 as its target date for launching an opinion letter program for prototype and volume submitter...
Lincoln Adds Transaction Monitoring to Unifier Service
Lincoln National Corporation has enhanced its Lincoln Unifier service offering to further help employers comply with the new 403(b) regulations.
TIAA-CREF Offers Form 5500 Service for 403(b) Plans
TIAA-CREF has introduced its new Signature-Ready Form 5500 Preparation Service, in collaboration with Deloitte.
Hartford Expands 403(b) Offering to TPA-serviced Plans
The Hartford Financial Services Group, Inc. is expanding its product offerings to include 403(b) retirement programs for nonprofit organizations serviced by third-party administrators (TPAs).
Higher Ed Employees not Acting on Retirement Concerns
A recent survey conducted by ING’s U.S. Retirement Services indicates those employed in the higher education community are growing more nervous about their ability to retire comfortably, yet...
Fiduciary and Audit Requirements Still Hazy for 403(b) Sponsors
Although the new regulations governing 403(b) plans are already in effect, many plan sponsors admit to not fully understanding certain compliance requirements.
VALIC Selected as 403(b) Provider by University of Alabama System
VALIC has been selected by the University of Alabama System (UAS) as a 403(b) plan provider for its more than 19,000 faculty and staff members.
US Retirement Partners Adds Specialized Plan Provider to 403(b) Network
U.S. Retirement Partners has acquired a specialized plan firm in Florida for its national network of 403(b) benefits providers serving the K-12 market segment.
SPARK Releases Form 5500 Guidelines for 403(b)s
The SPARK Institute has released the final version of its guidelines on Form 5500 Aggregation for multiple-vendor 403(b) plans.
Teachers Sue VALIC over 403(b) Investments
Two teachers have filed a lawsuit against VALIC, claiming the firm misled them about purchasing annuities for their 403(b) accounts.
Iowa School District Succumbs to Staff Pressure to Keep 403(b)
WACO Community Schools of Wayland, Iowa, will continue offering the state’s 403(b) retirement plan to employees, after staff spoke out against its elimination.