One of the principal drivers of 403(b) Plans for governmental agencies is that when they are combined with a governmental 457(b) Plan, employees eligible for both plans may “double dip.” This is a ...

Rollover is a term frequently used in the world of retirement savings, representing the process of moving funds from one retirement account to another. When contemplating retirement plans, ...

From CIT access in 403(b) plans to alternative investments and tougher fiduciary expectations, retirement head sees a true ...

If you've spent any time in the workforce you've undoubtedly heard of a 401(k), the standard employer-sponsored retirement plan that most companies offer, but if you haven't heard of a 403(b) plan, ...

WASHINGTON, Aug. 27, 2025 /PRNewswire/ -- A new report from the Investment Company Institute (ICI) and ISS Market Intelligence (MI) finds that most employees in large 403(b) plans subject to the ...

The Retirement Fairness for Charities and Education Institutions Act of 2025 seeks to amend federal securities laws to enhance 403(b) plans. The House bill (H.R. 1013) and the Senate bill (S. 424) are ...

There is currently a disparity in the permitted investment options available under different retirement plans, putting participants of Section 403(b) plans at a disadvantage when compared with ...

The K-12 educator market, representing less than 10% of 403(b) plan participants, represents a largely untapped opportunity for financial professionals. Teachers, administrators and other staff in the ...

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) last week provided transition relief for plan administrators of 403(b) plans who make a good faith effort to comply with ...

What are the options for getting out of paying 1% a year in a 403(b)? If you have high fees in a 403(b) plan, you're right to be upset. Dear Fix My Portfolio, My husband and I are in our late 30s and ...

I can tell the flu season is still raging, judging by all the empty desks in our office. We all know one of the best ways to stay healthy is good old-fashioned hand washing with soap and water. A ...

A bipartisan bill to allow 403(b) plans to offer collective investment trusts to participants has been reintroduced in the House and Senate. The Retirement Fairness for Charities and Educational ...