Tag: 403(b) plan

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

The firm says the aim with each is to help participants reach their financial goals.

The last day of the remedial amendment period for 403(b) plans is March 31, 2020. What does the remedial amendment...

The University of Pittsburgh has found stories from peers resonate well with every employee group.

With EvoShare, employees can spend as usual at over 10,000 participating businesses and receive up to 20% cash back toward...

The new National Tax-Deferred Savings Association education program is delivered via certified retirement education specialists and is vendor-neutral.

On average, they offer 27 core investment options, according to ICI and BrightScope

“Don't know if the Experts remember me, but I was the one who posed the question back in March about...

The lawsuit accused Matrix Trust Company of violating its fiduciary duties by making unauthorized transfers of participants’ accounts to a...

The average 401(k) balance reached an all-time high of $106,500 in the third quarter, and the average 403(b) balance is...

The concept is being reintroduced through the American Savings Act

The guide includes information on rollovers, loans, hardship withdrawals and much more.

This is a pre-approved plan that meets IRS requirements.

403(b) plan sponsors pay just $600 for full service administration and plan document services.

“I work for a denominational church plan sponsor who maintains a 403(b) plan. We have a clergy member who has...

The mutual-fund based program also offers an in-plan retirement income option and access to 3(38) fiduciary services.

Participants allege the company should have allowed a single recordkeeper to service its traditional DC plan and its 403(b) plan—and...