New School Year: Time to Educate Educators About Saving
The beginning of the school year is a great time to get public school employees on track for a secure...
Tag: 403b
(b)lines Ask the Experts – Best Response to Participants About the Market
“As the market has experienced a downturn, I am fielding calls from our 403(b) plan participants regarding their retirement plan...
Products |
Annual 401(k)/403(b) Day Campaign Focuses on Financial Wellness
The PSCA has made available educational resources for retirement plan participants.
(b)lines Ask the Experts – The Difference Between QPSAs and QJSAs
“What is the difference between a QPSA and QJSA?”
Products |
MetLife Offers Retirement Planning Resources for Teachers
The “MetLife 3 R’s to Retirement” campaign and website offer resources and guidance to public school district employees.
Can K-12 403(b)s Find a Balance?
There’s been a tug of war, of sorts, over the best design for K-12 school district 403(b) plans, but some...
School District Suffers Data Breach During Audit
A flash drive containing information about 403(b) or 457(b) plan participants that was given to an IRS agent was lost.
(b)lines Ask the Experts – What Is a Financial Wellness Program?
“I keep hearing about the concept of financial wellness, but I am not quite certain what it means.
A K-12 403(b) Plan Sponsor Consolidates Vendors
While establishing processes to comply with IRS regulations, a school district in Illinois decided it wanted a better plan for...
Products |
SPARK Publishes Updated 403(b) Info Sharing Best Practices
The purpose of the revision is to provide more specificity concerning the data to be shared between providers.
(b)lines Ask the Experts – Adding Roth When After-Tax Already Exists
“We are considering adding Roth contributions to our 403(b) plan.
(b)lines Ask the Experts – Why Conduct an RFP for a Recordkeeper?
“Why should I conduct a request for proposals (RFP) for a recordkeeper for my retirement plan?”
(b)lines Ask the Experts – Can a 403(b) Offer Managed Accounts?
“Can a 403(b) plan offer managed accounts?”
The Need for a Better K-12 403(b) Plan Design
Lack of awareness, pressure by vendors that want to maintain the status quo and limited provider choice are hindering K-12...
Health Care Providers Very Attuned to Retirement Readiness
Sixty-eight percent say helping employees accumulate income for retirement is the primary goal of their plan.
(b)lines Ask the Experts – Due Diligence Before Mergers
“I work at a health care facility where we are considering merging with another facility.
(b)lines Ask the Experts – Nondiscrimination Testing Required for 403(b)s
“What types of nondiscrimination tests are required for 403(b) plans? For example, is a top-heavy test required?”
Report Rounds Up Retirement Reform Needed
A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the...
Survey Reveals Why 403(b) Plans Need Advisers
“There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.
More 403(b) Sponsors Contributing to Employee Accounts
The seventh annual benchmarking survey of 403(b) plans from the PSCA found a significant increase in the number of plans...