The guidance clarifies exclusions that prevent certain part-time employees from contributing to a plan. The U.S. Department of the Treasury and IRS this week issued guidance confirming that student ...

A 403(b) plan is a valuable tool for retirement, providing a variety of options to manage and distribute your savings. After ...

As you look toward 2025 and your financial future, there are tools and resources you can use to help keep your planning and savings on track. Each year in November, the IRS announces the next year's ...

If your organization sponsors a 403(b) retirement plan, there’s a crucial Internal Revenue Service (IRS) deadline you can’t afford to ignore. The IRS has announced a plan restatement deadline for ...

The Department of Labor pulled a 2023 amicus brief supporting Yale University employees that said their retirement plan had ...

The IRS recently issued Notice 2024-73, which provides much-needed guidance on long-term, part-time (“LTPT”) employees in ERISA-governed 403(b) retirement plans. Following passage of the SECURE 2.0 ...

Broadcast Retirement Network’s Jeffrey Snyder discusses 2026 retirement legislative and regulatory initiatives with Davis & ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

More nonprofit workers are now eligible to participate in their organizations’ retirement plans than ever before, according to the Plan Sponsor Council of America’s latest annual 403(b) Plan Survey ...

Changes to the JHU 403(b) plans are making it easier for employees to save for their futures. Two recently announced enhancements have been designed to help you build your retirement savings ...

Why Should I Invest in my Retirement? Financial planners estimate that you'll need between 70-90% of your pre-retirement income to live comfortably in retirement. Retirement income is typically made ...