Results for "403(b) plans"
Displaying 230 results
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...
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...
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...
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,...
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...
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...
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 Diligencesconference in Scottsdale, Ariz. Because 403(b) plans are facing...
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)...
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...
August 6, 2007
CHICAGO The role of financial advisers wont 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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