Tag: 403(b)

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.

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 Resources, a division of MetLife, has made available IRS Form 5500 filing services to its 403(b) clients.

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.

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 National Corporation has enhanced its Lincoln Unifier service offering to further help employers comply with the new 403(b) regulations.

TIAA-CREF has introduced its new Signature-Ready Form 5500 Preparation Service, in collaboration with Deloitte.

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).

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...

Although the new regulations governing 403(b) plans are already in effect, many plan sponsors admit to not fully understanding certain compliance requirements.

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.

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.

The SPARK Institute has released the final version of its guidelines on Form 5500 Aggregation for multiple-vendor 403(b) plans.

Two teachers have filed a lawsuit against VALIC, claiming the firm misled them about purchasing annuities for their 403(b) accounts.

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.

VALIC has hired Robert J. "Bob" Architect, formerly senior tax law specialist and 403(b) guidance author in the Internal Revenue Service's Employee Plans Division, as vice president of...