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403b Plans

403b Plans

403b Plans

By John Iekel4/3/2014 • 0 Comments

Sponsors of 403(b) plans are more apt to offer a broad range of services and options, according to a study of defined contribution (DC) plans The 2013 Plansponsor Defined Contribution Survey found that 403(b) plan sponsors in many ways are more generous than their other DC plan counterparts. READ MORE

By John Iekel3/31/2014 • 0 Comments

In remarks at a recent conference on income inequality, Sen. Ron Wyden (D-Ore.), the incoming Chairman of the Senate Finance Committee, may have tipped his hand on how he will treat employer-provided retirement plans, advocating the simplification and consolidation of “the array” of current retirement savings accounts. READ MORE

By John Ortman2/18/2014 • 0 Comments

Over the last 30 years we have seen unprecedented changes in retirement choices in the 403(b) marketplace. There have also been enhancements to help advisors communicate with clients and prospects. Are these changes helping or hurting you? How can you adapt your practice to utilize these tools and better communicate your message — without losing the personal touch? READ MORE

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