Browsing Tag
403(b) Plans
57 posts
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
401(k) Balances Dropped 20% in 2022 at Fidelity, But Increased in Q4
Fidelity’s just-released 2022 Retirement Analysis reveals that average account balances rose in Q4 and retirement savers continue to focus on the long term with savings rates remaining steady
NAGDCA Creates ‘SECURE 2.0 Summary’ for Governmental DC Plans
The association provides an in-depth view of the 38 provisions in SECURE 2.0 that impact government-sponsored plans
The Long-Term Impacts of SECURE 2.0
The passage of SECURE 2.0 signals what the retirement industry has long-awaited for—impactful help for millions of Americans
Expanding the Reach of Your Practice with 403(b) Plans
Why advisors should add a prospecting strategy for 403(b) clients in 2023
How SECURE 2.0 Will Benefit Public Sector Workers
Expansion of automatic enrollment and multiple employer plan rules for 403b plans among most impactful changes, but a hurdle remains for allowing CITs in those plans
Retirement is Top of Mind for 2023 Predictions
Paychex VP highlights his top two forecasts for retirement in the new year
Educators Schooled by Advisors See Improved Financial Outcomes
Equitable research finds 403b educators feel more confident in their finances and retirement when working with a financial professional
A Boon for the 403b: IRS Expands Tax-Favored Approval Process
As of June 2023, the IRS will allow 403b plans to use the same individually designed retirement plan determination letter program used by 401ks
Nonprofits Enhance 403(b) Contributions, Financial Wellness Post-COVID
'This bodes well for the resiliency of retirement plans and for nonprofit organizations and workers ...'