Boomer Brain Drain Has Nonprofits on Edge
A report from the Plan Sponsor Council of America found nonprofits are expecting to lose at least 10% of their work force to retirement.
Advisors Wanted: 403(b) Plans Need ‘Modernizing’
Aaron Friedman of Principal Financial says that in areas like investment options, investment policy statements and participant education, advisors have a role to play in “modernizing” 403(b) plans.
Big Opportunity in Small 403(b) Plans
Aaron Friedman, national nonprofit practice leader for the Principal Financial Group, says it is the smaller plans that have not refined their investment lineups or matched the level of participant education where advisors can add the most value.
403(b)s Embracing 401(k) Standards: IA Retirement Plan Advisor for May 2010
Greater number of 403(b) plans adhering to fiduciary requirements
DOL Issues New 403(b) Form 5500 Guidance
Like 401(k) plans, 403(b)s must now file full Form 5500 electronically