Browsing Tag
403(b) Plans
57 posts
2022 Non-Profit Plan Focus Areas: Retirement Income and Financial Wellness
New 403b plan study finds organizations also looking to advisors to help enhance employee retirement plan education
403b Participation Undeterred by Pandemic
Report reveals that non-profit workers contributed to retirement plans more than ever before, spurred by auto enrollment
Cycle 3 Restatement Deadline for 401k Plan Documents Approaching
While deadline looms July 31, 2022, now is the time to make sure plan sponsors are on track to rewrite, approve and adopt plan documents for “Post PPA” restatement cycle
Duke Reinstates 403b Match—And Takes It One Step Further
Not only have many entities reinstated matching contributions they suspended last year during the pandemic as cost-saving measures;…
401k Plan Sponsors Seek Guaranteed Income Options
The SECURE Act could have a significant impact on retirement plan participants’ access to guaranteed lifetime income options,…
MEPs for 403(b) Plans Goal of Newly Introduced Senate Bill
Congress continues to signal strong, bipartisan interest in improving retirement savings opportunities and lifetime income choices for workers and retirees, with the latest example being a new bill introduced Wednesday that will help small businesses and non-profits participate in multiple employer plans (MEPs).
Orion, FeeX Team to Manage 401k and Other ‘Held-Away’ Assets
Tech giant Orion Advisor Solutions has partnered with FeeX to help advisors efficiently manage and trade held-away accounts,…
COVID-19 Creating Huge Challenges for Higher-Ed Retirement Plans
As a result of the pandemic, 41% of higher education institutions have already reduced or stopped their employer…
Simple and Sophisticated: the OneAmerica ComboPlan Retirement Product is Revolutionizing the Tax-Exempt Market
Article Presented By: “One of the things we do best is listen to customer needs and translate them…
There’s a New Top Priority for 403b Employee Education
For the first time ever, organizations that provide 403b plans reported that retirement planning, rather than increasing participation,…