Results for "403(b) plans"

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Retirement plan sponsors want more from advisers

November 20, 2014

Retirement plan sponsors want better service from financial advisers, according to Fidelity Investments'annual survey on plan sponsor attitudes. “We're seeing that the conversation between plan sponsors and advisers is starting to change,”...

3 tips for tomorrow's retirement plan adviser

September 21, 2014

25 years ago, the main focus for retirement plan advisers was picking funds for a 401(k) in-vestment menu. While that seems increasingly anachronistic, one of the original selling points of the 401(k) was that it offered a broad range of choice...

Great-West Financial rebranding its retirement businesses

September 2, 2014

A broad rebranding effort is under way at Great-West Financial as the company wraps up its acquisition of J.P. Morgan Retirement Plan Services. The deal with J.P. Morgan Retirement Plan Services, which was announced in April, brought with it...

Soldiers lured out of federal retirement plan

August 12, 2014

John Turner suspected that brokers were encouraging federal workers to ditch their top-flight retirement plan. So he went under cover. The former U.S. Labor Department economist called representatives at companies such as Bank of America Corp.,...

The best- and worst-performing target date funds

April 23, 2014

Target date 2016-20 3-month return 1-year return 3-year return 5-year return Net assets ($M) Expense ratio* Top 10 Manning & Napier Target 2020 I (MTNIX) 2.60% 11.40% 8.31% 14.36% $177.8 0.86% Legg Mason Target Retirement 2020 A (LMWAX) 2.34%...

Account opening is No. 1 tech concern: Survey

April 2, 2014

The challenge of capturing account-opening data has replaced social-media archiving as advisers' primary technology concern, according to a survey conducted by advisory think tank Beacon Strategies. In fact, 96% of the 55 broker-dealers surveyed...

Shutdown leads retirement plan regulator to hit pause

October 2, 2013

Thanks to the shutdown of the federal government, the Labor Department's Employee Benefits Security Administration likely will have to hit the “pause” button on certain investigations and enforcement actions. Generally, federal employees...

Group ignites debate on retirement plan benefits for same-sex couples

August 15, 2013

Uncertainty over how to handle retirement plan benefits for employees in same-sex marriages continues to hang over the heads of plan sponsors and 401(k) service providers. The Spark Institute Inc., an advocacy group for record keepers, insurers...

IRS eases retirement loan procedures for Sandy victims

November 19, 2012

People affected by Hurricane Sandy, or their close relatives, can tap qualified retirement plans without having to follow certain procedures for hardship withdrawals, the Internal Revenue Service said. Taxability rules will still apply. The...

Officials: Annuitizing 401(k)s won't be easy

April 12, 2010

Public officials today turned to employee benefits executives for guidance on how best to incorporate annuity products into retirement plans. J. Mark Iwry, senior adviser to the Treasury Secretary Timothy Geithner, and Michael L. Davis, deputy...

Target date funds increasingly featured in 403(b) plans, survey says

July 7, 2009

Non-profit organizations are embracing target date funds and a majority of 403(b) plan sponsors have begun offering these funds in their plans, a study released today showed. The study, from the Chicago-based Profit Sharing/401k Council of America,...

Putnam stakes claim in 401(k) market

March 25, 2009

Putnam Investments of Boston today launched a new defined contribution platform for advisers and clients, signaling its expansion into the 401(k) market. The platform will provide plan sponsors with a range of investment choices, plan designs...

Retirement assets plunged 25% in '08

March 18, 2009

The nation's retirement assets shrank by nearly 25% last year and lost more than $2.4 trillion in market value, according to a new report from Chicago-based Spectrem Group. Total assets held in retirement plans — both traditional defined-benefit...

IRS cuts non-profits slack on 403(b) regs

December 12, 2008

The Internal Revenue Service is giving non-profit groups more time to comply with the new 403(b) regulations. Those regs, slated to go into effect Jan. 1, require that retirement plans run by non-profit groups must have new plan document rules...

Rule changes could open up 403(b) field

October 15, 2008

Advisers have a huge opportunity to win business in the 403(b) arena, but they must act quickly, a retirement expert said at a panel on the subject at the Center for Due Diligence’sconference in Scottsdale, Ariz. Because 403(b) plans are facing...

ETF-fueled retirement plan launched

September 10, 2008

Efficient Market Advisors LLC of Del Mar, Calif., announced today the launch of the first 403(b) retirement program offering professionally managed portfolios of exchange traded funds. The California State Teachers' Retirement System (CalSTRS)...

Task force to gauge 403(b) plan issues

January 7, 2008

The SPARK Institute formed a task force to assess administrative and record-keeping issues surrounding new regulations governing 403(b) plans, said Jeff Close, spokesman. The group comprises 18 record keepers and investment providers that serve...

Some advisers to prosper under final 403(b) rules

August 6, 2007

CHICAGO — The role of financial advisers won’t be diminished by the new 403(b) regulations released late last month, according to industry experts. The regulations, which were issued July 23 by the Department of the Treasury and the Internal...

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