Browsing Tag
403(b) Plans
64 posts
INVEST Act in House Could Finally Be Vehicle to Allow CITs in 403(b)s
Retirement Fairness for Charities and Educational Institutions Act one of 20 bills included in bipartisan capital formation package House reportedly will consider next week
December 3, 2025
Large 403(b) Plans Enjoy Fruits of Employer Contributions
New study shows employer contributions play key role in plan success—and 403(b) plans also benefit from wide variety of investment options
August 29, 2025
Multiple Retirement Bills—Including CITs in 403(b)s—Being Marked Up in House This Week
Two bills supported by both ICI and IRI among two dozen being considered by House Financial Services Committee
May 20, 2025
Supreme Court Supports Cornell Participants in ERISA Suit
The decision allows Cornell University employees another chance in challenging the institution's retirement plan
April 17, 2025
House and Senate Reintroduce CITs in 403(b) Plans Legislation
Both bills would open a path for 403(b) plans to invest in CITs
February 7, 2025
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
November 21, 2024
Higher Ed Employees Report ‘Significant’ Debt Constraint
Over 70% say debt has prevented them from focusing on other financial priorities, according to TIAA
October 24, 2024
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
August 29, 2024
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
August 1, 2024
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
March 8, 2024