Tag: 403(b)

Verity Asset Management added five new investment adviser representatives as part of its expansion of advisory services in the 403(b) marketplace, the company said.

The Illinois Bankers Association (IBA) and the Springfield, Illinois-based Empire Advisory Group are teaming up to offer Empire's 401(k) plan, 403(b) plan, and nonqualified deferred compensation (NQDC) plans...

The Department of Labor (DoL) has said its Form 5500 transition relief for 403(b) plans applies to years beyond the 2009 plan year.

The board of directors for PEGASYS, a public-access television station in Enid, Oklahoma, has approved a change in employee retirement plans.

se2 (service.end2end), a provider of business technology and processing solutions for the financial services and retirement planning sector, has updated its automated 403(b) info-sharing solution.

The U.S. Department of Labor (DoL) has provided transitional relief for administrators of 403(b) plans that make good faith efforts to transition for the 2009 plan year to...

The SPARK Institute has released new best practices for 403(b) plans to share remittance and census data.

Diversified Investment Advisors, Inc. said it has notified the Internal Revenue Service (IRS) of its intent to sponsor one or more 403(b) prototype plans.

The Internal Revenue Service (IRS) has finalized its list of guidance documents issued in the last 45 years dealing with 403(b) plans declared obsolete in light of the...

403(b) plan participants have until June 30 to correct defective contract exchanges to avoid the amounts becoming immediately taxable.

Great-West Retirement Services announced today that it has notified the Internal Revenue Service (IRS) of its intent to sponsor a 403(b) prototype plan under the IRS's proposed 403(b)...

The SPARK Institute submitted a comment letter to the Internal Revenue Service (IRS) commending it on the proposed 403(b) plans prototype program, and requesting changes that it says...

VALIC, a 403(b) plan provider, said it intends to participate in the IRS 403(b) prototype program.

ING U.S. Retirement Services (ING) notified the IRS of its intention to file an opinion letter application as a Section 403(b) prototype plan sponsor.

Symetra Financial unveiled its Savings for Schools program designed to advance retirement preparedness among K-12 school teachers and educators.

Retirement plan advisers have an opportunity to help 403(b) plan sponsors reach out to participants in a variety of ways.

Automatic enrollment has helped some 403(b) plans see participation boosts, but many plans still need to overcome the challenge of getting employees to save.

They say that practice makes perfect--and for non-profit employers that sponsor 403(b) retirement plans, Principal Financial Group is offering to give them a chance to "practice."

401kDIRECT launched a new program that gives advisers, third-party administrators (TPAs), and plan sponsors access to exchange-traded funds (ETFs).

The SPARK Institute has announced additions to its Q&A Web site regarding its 403(b) Plans Information Sharing Data Elements Best Practices.