Tag: 403(b)

Fidelity Investments has been selected by the University of Oklahoma (OU) as the sole administrative service provider for its 401(a), 457 and 403(b) defined contribution retirement plans.

Bank of America Merrill Lynch’s Advisor Alliance program now has partnerships with 12 recordkeeping partners.

We had wrapped up a very successful half-day adviser event ahead of our annual Awards for Excellence dinner last week.   

ING’s U.S. Retirement Services announced that it has been selected as the service provider for the Howard University & Howard University Hospital Savings Plan.

Every year about this time, we get reports from firms that purport to tell us how much time is spent in preparations for the NCAA basketball tournament—and,...

Plan ratings provider BrightScope has widened its focus, and now has incorporated 403(b) plan data into the BrightScope Rating system. 

The adjustments are in line with The Hartford's newest strategies: increasing its share of government and tax-exempt retirement plans and enhancing participant education.

Working Americans are a lot less confident about their retirement prospects, according to a new report. 

PLANSPONSOR  today proudly announces the 2011 winners of its annual Plan Sponsor of the Year awards across five distinct workplace segments:  

There’s been a lot of talk coming from Washington of late about the need to have “an adult conversation” with the American people. 

The Internal Revenue Service (IRS) has provided clarification on how section 403(b) plan termination provisions apply.

ASPPA and a group of 403(b) plan professionals have renewed their appeal to the government for additional relief for 403(b) sponsors struggling to meet new compliance requirements of...

After a two-week public comment period, the SPARK Institute released a final updated version of its information sharing best practices for 403(b) plans.

The SPARK Institute released a draft of updates it intends to make regarding information-sharing best practices for 403(b) plans and has asked for comments. 

Efficient Market Advisors, an exchange-traded fund (ETF) separate account manager, is offering professionally managed portfolios οf ETFs to 403(b) plans. 

The Internal Revenue Service (IRS) has announced plans for a telephone forum to discuss recent guidance on in-plan Roth rollovers for 401(k) and 403(b) plans.

A snapshot of 403(b) plan sponsors by the Profit Sharing/401k Council of America (PSCA) finds employers and employees are staying the course in the face of a difficult...

A study by the Profit Sharing/401(k) Council of America found less than half of 403(b) plan sponsors have an investment committee in place, and only 9% monitor if...

Plan sponsors who are allowing direct Roth rollovers from 401(k) and 403(b) plans don’t have to worry about mandatory withholding for those “distributions.”

Retirement Made Simpler (RMS) released an online toolkit to provide employers with step-by-step guidance for implementing 403(b) plan automatic features.