Tag: 403(b)

PlanServe Data Systems has released a new technology platform for supporting common remittance, compliance, and other data requirements of 403(b), 457, and other multi-vendor employer benefit plans.

Participants in GuideStone’s 403(b) plans saw an average 40%-boost in their account balances between March and November 2009, the Dallas-based financial services provider said.

The SPARK Institute has released a draft of new guidelines for ERISA-covered 403(b) plans that, due to new regulations, must now file a full Form 5500.

Diversified Investment Advisors, Inc., has released a white paper about 403(b) plan compliance with statutes of the Employee Retirement Income Security Act (ERISA).

Symetra Life Insurance Company has launched Retirement Passport Group Variable Annuity for the 403(b)/457 market.

The Internal Revenue Service (IRS) is offering a way for 403(b) plan sponsors to feel secure, until the new 403(b) Prototype Program begins, that their plan documents will...

New research sponsored by AUL Retirement Services finds 403(b) plan sponsors are confident they understand their responsibilities and are not worried about IRS audits.

The majority of of 403(b) plan service providers responding to a recent SPARK Institute survey said they are already adhering to, or intend to adhere to, the institute’s...

The California Institute of Technology has chosen TIAA-CREF to be the single administrative services provider for the Caltech Retirement Program, beginning January 1.

Almost three-fourths of polled 403(b) plan sponsors said they did not change their employer match during the 2008 to 2009 plan year.

Standard Retirement Services, a subsidiary of StanCorp Financial Group, Inc., will begin offering its proprietary managed account service to 403(b) plans next month, the company announced.

ING’s U.S. Retirement Services has recently formed a new Business Development Team dedicated to serving employer-sponsored higher education retirement plans across the country, and identifying new growth opportunities...

The Internal Revenue Service (IRS) is reportedly working on a final revenue procedure for Section 403(b) prototype plans that takes into account comments received.

Plan sponsors (and “plan professionals,” including advisers) looking to bone up on the new Form 5500 will have another chance to do so online. 

Recently, Time magazine ran a story called “Why It's Time to Retire the 401(k).”

By taking a picture of TIAA-CREF’s advertisements, smartphone users can link up with an investment consultant.

VALIC has been chosen by the University of North Texas (UNT) and Texas Woman’s University (TWU) as a 403(b) plan provider.

An insurance agent who purchased a book of clients from a retiring co-worker is suing the firm with which he is associated for stealing some of that business.

With new 403(b) regulations effective 1/1/2009, sponsors of 403(b) plans are looking for help, creating a great opportunity for retirement plan advisers wanting to grow their business.

A Winona County (Minnesota) District Court judge has ruled against two unions that sued the Winona school district over the reduction of the number of vendors serving the...