Browsing Tag
403(b) Plans
68 posts
Equitable Launches 403(b) PEP Aimed for Nonprofits
The PEP builds on Equitable’s 401(k) PEP for small and medium-size businesses and expands on the firm’s Retirement Access Suite
Employee Participation in 403(b) Plans Jumps for 2024
The annual survey from PSCA finds increases in automatic features and advice among nonprofit plans
House Passes INVEST Act, Sends it to Senate
In addition to greenlighting CITs in 403(b)s, bipartisan capital formation bill intended to create more investment opportunities, improve efficiency, and reduce regulatory barriers while still maintaining investor protections
Advocates for CITs in 403(b)s Express Support for INVEST Act that Could Pass House Today
Legislation was debated on House floor last night but didn’t come up for a vote
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
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
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
Supreme Court Supports Cornell Participants in ERISA Suit
The decision allows Cornell University employees another chance in challenging the institution's retirement plan
House and Senate Reintroduce CITs in 403(b) Plans Legislation
Both bills would open a path for 403(b) plans to invest in CITs
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