What Is 403(b) Plan Conversion Process? The 403(b) plan conversion process involves transferring funds from a 403(b) plan to another retirement account, such as a Roth IRA or Traditional IRA. The ...

For millions of teachers, hospital workers, and non-profit employees, the 403(b) plan is the primary vehicle for retirement savings. While similar to a 401(k), these plans have historically been ...

Depending on your employment, you may be eligible to participate in DePauw-sponsored 403(b) retirement plan. Even small amounts of money invested regularly over your career can provide a significant ...

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the introduction of the Equitable Retirement AccessSM ERISA 403(b) ...

Speakers during Wednesday’s PLANSPONSOR Roadmap Livestream session, “Special Considerations for 403(b) Plans,” discussed rules for long-term, part-time employees, the formation of multiple and pooled ...

Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. Feb 25, 2025, 05:42pm EST Feb 26, 2025, 11:34am EST Unsuspecting couple talking with potential ...

The K-12 educator market, representing less than 10% of 403(b) plan participants, represents a largely untapped opportunity for financial professionals. Teachers, administrators and other staff in the ...

Whether non-ERISA 403(b) plans should have access to invest in collective investment trusts was a point of contention during the House Finance Committee meeting. The U.S. House Committee on Financial ...

There is currently a disparity in the permitted investment options available under different retirement plans, putting participants of Section 403(b) plans at a disadvantage when compared with ...

BOSTON--(BUSINESS WIRE)--According to Fidelity Investments ® ’ latest Q1 2026 retirement analysis, both 401(k) and 403(b) total savings rates reached record levels in the first quarter, despite ...

To expand retirement access for nonprofit organizations and their employees, Ascensus has announced the launch of the “National Nonprofit 403(b) Pooled Employer Plan (PEP).” ...