Tag: 403(b)

The new Tax Exempt Center of Excellence website is a central hub for advisers and financial professionals to access information about OneAmerica tax-exempt plan products and services.

A brochure from NAGDCA discusses fiduciary responsibilities for government DC plan sponsors and suggests ways to decrease liability.

As with the previous lawsuits, the complaints call out the large number of investment options offered to participants, high expenses for these investment options and the use of...

More 403(b) plan sponsors are also automatically enrolling participants.

Attorneys point out that 403(b) plans have distinctions from 401(k) plans that cause them to have a different model.

Another law firm has joined in the filing of lawsuits against major universities' 403(b) plan designs.

While pension plans are far more prevalent among non-profits compared with for-profit employers, they’re still only available to a minority of non-profit staff. 

All lawsuits accuse major universities of not using their bargaining power to get lower fees for recordkeeping and investments.

According to the compliant, the university failed to use the plan’s bargaining power, causing the plan to pay “unreasonable and greatly excessive fees for recordkeeping, administrative, and investment...

A district court compelled arbitration for a spouse seeking the full benefits in her deceased husband's 401(a) and 403(b) plans.

In addition to cash payments, the settlement agreement also includes agreed upon provisions relating to plan administration.

The appellate court remanded the case back to a district court for further proceedings.

While Rocaton Investment Advisors strongly advocates for 403(b) plans to consolidate recordkeepers, even those that don't can improve their plans.

Both petitions to the high court question whether ERISA's church plan exemption applies so long as a pension plan is maintained by a qualifying church-affiliated organization, or whether...

Autopilot for Retirement Plans, a new product from Riskalyze, is billed as a “solution that advisers can use to match hundreds of participants with the right fund elections...

Some DC plan providers see big opportunity ahead in helping higher education institutions prepare their workforces for retirement via 403(b) and 457 plans.

Until 401(k) plan sponsors are more comfortable offering in-plan retirement income products, the industry must find solutions to deliver nuanced advice around retirement income to low-balance investors, Cerulli...

The settlement agreement calls for Saint Francis Hospital to contribute $107 million to fund its pension plan.

Plan designs are also changing.

A common category of errors found by the IRS, 403(b) plans need to understand all provisions of the universal availability rules.