Browsing Tag
403(b) Plans
56 posts
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
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
March 7, 2024
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
February 15, 2024
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
December 20, 2023
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.
September 25, 2023
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
May 25, 2023
Pontera and AssetBook Collaborate on Retirement Portfolio Management Support
The partnership between Pontera and AssetBook allows advisors to view, monitor, report and bill on 401(k), 403(b), and other held-away assets
March 22, 2023