Large investment companies are pushing a proposal to eliminate competition for your personal 403(b) retirement savings. They’ve made their case behind closed doors, now it’s time for your voice to be heard. Tell your Ohio State Senator to stay away from your personal 403(b) retirement...
SaveMy403b.org is devoted to providing education and resources on 403(b) retirement plans. The site includes: (1) information, analysis and research papers on 403(b) plans; (2) state legislation relating to 403(b) plans ; (3) the ability to contact your legislators ; (4) summaries and in-depth analysis for policymakers; (5) news articles; (6) a calendar with current events; and (7) a blog to share your thoughts and discuss current issues.
Explore SaveMy403b.org to get honest and accurate information!
Pennsylvania Legislators are Planning to Take Away Retirement Plan Options
By SaveMy403b.org
The Pennsylvania legislature is considering a bill that would result in the elimination of 403(b) plans. Senate Bill 2 would create a new defined contribution plan...
Arizona Study Recommends Replacement of 403(b) Plans with State-Run DC Plan
By SaveMy403b.org
The Senate Bill 1609 Defined Contribution & Retirement Study Committee issued a final report which recommends the elimination of 403(b) plans in Arizona. The committee said...
Talking Points: 403(b) Update
By SaveMy403b.org
PlanSponsor.org Kevin Kidwell of American United Life Insurance Company discusses trends among 403(b) plans and plan sponsors, who are striving to keep up with fiduciary responsibilities. For...
IRS Phone Forums – Retirement Plans
By SaveMy403b.org
IRS.gov Ethical Standards for and Accountability of Practitioners Offering Tax Advice Relating to Employee Benefit Plans – February 13, 2013 The professional standards of conduct applicable to,...
(b)lines Ask the Experts – Forfeiting Missing Participant Balances
By SaveMy403b.org
PlanSponsor.org “We have had difficulty locating participants in our 403(b)plan who have not kept their addresses up to date with us. “Can we forfeit the account balances...
Case of the Week: 403(b) Plan Document Error
By SaveMy403b.org
NAPANet.org The ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics...
The newest IRS rule on fixing 403(b) plan mistakes
By SaveMy403b.org
BenefitsPro.com To err is human. To fix complex errors is, well, complex. I’ve received several phone calls over the past couple of days about the recent procedure...
Annuities with Guaranteed Lifetime Withdrawals Have Both Benefits and Risks, but Regulation Varies across States
By SaveMy403b.org
GAO.gov Annuities with guaranteed lifetime withdrawals can help older Americans ensure they do not outlive their assets, but do present some risks to consumers. Two such...
Updated Plan Correction Guidance – What You Can Expect
By SaveMy403b.org
PlanSponsor.com Now that we have survived the warnings of a global apocalypse on December 21, 2012, plan sponsors, like the rest of us, can go on...