Tag: 403(b)

Fidelity Investments reported a 20% increase over the past three years in the number of participants in its tax-exempt savings plans, which serve higher education, health care, and...

CPI Qualified Plan Consultants, a third-party recordkeeping and administration company, announced the addition of a third fixed-interest option from VALIC to the CPI platform.

The Hartford Financial Services Group, Inc. launched a new educational program to encourage participation in defined contribution retirement plans, in recognition of national Save for Retirement Week

MassMutual's Retirement Services Division published a white paper on the latest 403(b) regulations and the impact on fiduciary duties, including Form 5500 reporting/audit requirements and Internal Revenue Service...

With a Friday filing deadline looming, a retirement services trade group has asked for more time for 403(b) sponsors to file the Form 5500.

The U.S. House of Representatives has approved a bill that includes provisions allowing retirement plan participants to roll over their assets into in-plan Roth accounts.  

The SPARK Institute has published the final version of its Best Practices for ERISA-covered 403(b) plans that must file a full Form 5500. 

Did 403(b) plan sponsors get it right?  

The SPARK Institute has released for public comment draft Best Practices for ERISA-covered 403(b) plans that must file a full Form 5500.

U.S. Retirement Partners (USRP) has acquired United Specialty Benefits (USB), which will be part of USRP’s national network that provides 403(b) retirement benefits and other services to the...

Total not-for-profit retirement plan assets exceeded $1 trillion as of March 31—the first time since 2007, according to a quarterly survey of plan service providers by LIMRA.

More employers in the Washington-Baltimore region are offering defined contribution plans rather than pensions, according to an annual survey of human resources officials.

Gallagher Retirement Services has released its 2010 editions of its Fiduciary Risk Mitigation Process Manual.

CNM LLP, an independent accounting and advisory services firm, has announced the expansion of its Employee Benefit Plan Audit practice to include 403(b) plan audit services for nonprofit...

Earlier this year, AUL Retirement Services introduced a revised annual plan review for its clients and expanded the customization options for retirement plan advisers.

Despite having to comply with a new set of regulations during one of the worst economic downturns, the 403(b) plan market appears to be healthier than ever, according...

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.