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Tech Talk discusses the administrative fees 403(b) plan service providers charge.
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The New Mexico Senate is considering a request for a study regarding equalization of teachers’ pensions with those of public employees.
Sen. Mimi Stewart (D-Bernalillo), President Pro Tempore of the New Mexico Senate, on Jan. 18 introduced SM 4, a bill requesting that the Legislative Finance...
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Georgia may join sister states in establishing a state-run retirement plan to provide coverage for private-sector employees whose employers do not, if a measure now before the Senate is enacted.
Sen. Chuck Hufstetler (R-52) introduced SB 477 on Feb. 9, 2024. It calls for the creation of the Peach...
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Coming slightly more than a month after its first hearing on the Department of Labor’s proposed investment advice fiduciary rule, a second subcommittee of the House of Representatives debated the merits of the proposal, with the battle lines drawn between the two parties.
The Feb. 15 hearing by...
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While the Department of Labor’s Employee Benefits Security Administration (EBSA) recovered $1.435 billion in direct payment to plans, participants and beneficiaries in fiscal year 2023, that number has been trending downward for the past few years.
According to a fact sheet released by EBSA,...
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An expert panel recently suggested that the meaning of financial wellness is “amorphous” and “evolving,” writes John Iekel in MarketBeat.
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Tech Talk provides a comparison of 401(k) plans and 457(b) plans offered by government entities.
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Being a 403(b) advisor is both rewarding and challenging.
Helping a teacher prepare for retirement is gratifying, but many other aspects of the work are a struggle. Battling client apathy toward retirement planning, deciphering the complexities of retirement plans, and dispelling client...
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While workplace retirement plans are becoming an expectation for employees, the results of a new survey show there are multiple areas where savers are seeking additional support.
In fact, according to Vestwell’s annual Savings Industry Report, four emerging trends for 2024 all point to a growing...
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Many teachers in Alaska may have the ability to choose between defined benefit or defined contribution coverage.
A bill is before the Alaska Senate that would expand the retirement coverage options offered under the Public Employees' Retirement System of Alaska and the teachers’ retirement system...
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...