Tag: 403(b)

The percentage of people who contributed to their Fidelity IRA in Q1 2018 increased 14% over a year ago; among Millennials, IRA contributions increased even more.

Plaintiffs argue it was inappropriate to allow three recordkeepers to supply the plans with a separate menu of investment choices, including mutual fund share classes that charged higher...

The sizable ERISA suit’s third amended compliant explicitly names as a defendant one of the advisory firms supporting NYU’s retirement plans.

Another 35% would consider doing so, according to Spectrem Group

Americans are confident DC plans will help them meet their retirement goals, ICI found.

With the Affordable Care Act and other pieces of major legislation that altered financial norms a guide, one expert asks whether a mandate to require employers to provide...

One change in the law means that in many cases, a participant will have more time in which to effect a tax-free rollover of a plan loan offset...

It appears some last-minute amendments have largely removed controversial provisions from the Senate’s version of tax reform legislation that would have had a big impact on governmental 457...

T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more. 

This year's survey from Transamerica of higher education plan sponsors shows a decline of 403(b) plans offered, and a dramatic swing in the popularity of 401(k) plans. 

Nominating a plan sponsor client is a great way to show appreciation and highlight important best practices that are improving outcomes for defined contribution and pension plan participants....

The case is among a number filed that challenge the “church plan” status of a health care entity’s retirement plan.

Plan sponsors of tax favored retirement plans can use these forms to make an IRS Voluntary Correction Program (VCP) submission.

Some sponsors that want to use a pre-approved plan have certain provisions that were not in effect for the plan for the entire restatement period or options that...

In-plan lifetime income options can secure certain benefits participants may not find in retail solutions, suggests a new study by TIAA.

The case had challenged multiple recordkeepers, multiple investment options and the use of retail share class funds.

With the determination letter program gone, Wagner Law Group is helping plan sponsors remain compliant with the IRS.

The program’s open-architecture design offers access to hundreds of best-in-class mutual fund families. 

The firm will provide 3(21) and 3(28) services through a tech-focused solution.