Browsing Tag
403(b) Plans
57 posts
CITs in 403(b)s Saga Adds More Twists and Turns
While some consumer groups urge lawmakers to reject a bill that would allow collective investment trusts in 403(b) plans, advocates ramp up push for passage before year’s end
Higher Ed Employees Report ‘Significant’ Debt Constraint
Over 70% say debt has prevented them from focusing on other financial priorities, according to TIAA
Retirement Accounts on Continued Upswing in Q2: Fidelity
401(k), 403(b), and IRA accounts have all experienced consistent growth throughout 2024, reports Fidelity's latest analysis
Bipartisan Bill to Allow CITs in 403(b)s Introduced in Senate
Legislation with wide-ranging support a companion to legislation already passed in the House
CITs in 403(b)s Bill Headed to Senate
A day after three amendments including 403(b) plan parity and e-Delivery fixes were passed, the Expanding Access to Capital Act clears House
CITs in 403(b)s Clears Another Hurdle
House approves amendment with strong bipartisan support Thursday, with a broader package of three amendments set for a vote Friday
Nearly Three Quarters of Higher Ed Institutions List Retirement Readiness as Top Concern
Transamerica's latest Pulse survey lists participants' retirement preparedness as a leading worry among institutions, but rising costs of living and inflation take the top concern for all
403(b) Participation Hits All-Time High: PSCA
Survey reveals 80% of eligible employees contributed to these plans in 2022, and many plans made design enhancements
Capitol Hill Retirement Reform Update with Invesco’s Jennifer Flitton
With 2024 quickly approaching, it’s a good time to check in on the status of retirement reform efforts and progress in Washington D.C.—particularly as the industry prepares for a variety of SECURE 2.0 provisions scheduled to kick in come January.
House Financial Services Committee Passes Bill Approving CITs in 403(b)s
In a 35 to 12 vote, the House Financial Services Committee voted to advance an amended version of a bill that would allow 403(b) retirement plans to invest in CITs