The Principal Financial Group has unveiled new tools to help plans comply with new disclosure mandates for the Form 5500 and new requirements for retirement plan financial statements (FAS No. 157).
403(b) plans are lagging in employee participation and plan features to incent participation, according to research from PLANSPONSOR.
ING has introduced the ING Educator's Direct 403(b) Program, a variable annuity issued by ING Life Insurance and Annuity Company, to education professionals in Delaware.
Millennium Trust Company, LLC, announced its appointment as successor custodian for Neuberger Berman 403(b) custodial accounts.
As 403(b) plan sponsors and advisers have prepared for new Internal Revenue Services regulations in effect as of January 1, no doubt communications with participants about the new environment have begun, but have you told them everything?
Similar to the protests in New York, teachers in Newport News, Virginia, are pushing back against their administration's efforts to limit their choice of 403(b) plan vendors.
The Utica Teachers Union opposes a decision to limit the district employees’ choice of a financial adviser.
Three-quarters (77%) of 403(b) plan sponsors say it is very or somewhat important to get outside advice about what actions they must take to comply with new Pension Protection Act (PPA) and 403(b) regulations.
Teachers as a group have better savings habits and are more likely to work with financial advisers than the general population, according to a recent study.