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Bill Fisher

While most employers have adopted 403(b) plan documents, many have not shared those documents with the product providers, the financial representatives servicing the plan participants, the plan participants and in some cases, the plan administrator. Marketplace Issues This creates problems... READ MORE
All 403(b) plans require some level of administrative support. Prior to the issuance of the final 403(b) regulations, most ERISA-exempt 403(b) plan sponsors performed some tasks required to establish and support their 403(b) programs and the product providers acted under their respective annuity... READ MORE
While many employers offer 403(b) plans to employees, most do not adequately educate the employees on the importance of retirement savings or promote participation in the 403(b) plan as a valuable employee benefit. Many fail to recognize the correlation between higher participation rates and... READ MORE