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The Ongoing Evolution of the 403(b) Plan Marketplace

Multnomah Group

Feb. 5, 2014
Recorded Online

The 403(b) plan market has gone through significant changes over the past six years. Beginning with the Pension Protection Act of 2006 and the final 403(b) regulations passed in 2007, 403(b) plans are shifting away from retail focused, personalized retirement plans to institutional retirement plans.

As a result, plan sponsors want to better understand how their own plans may parallel other tax-exempt plans. The Profit Sharing Council of America (PSCA) and LIMRA have conducted extensive research and produced reports that help plan sponsors better understand the 403(b) plan marketplace.

Our webinar is designed to highlight some of the interesting data uncovered in the annual reports and to help plan sponsors recognize the direction of the 403(b) market.

The presentation is a PDF.

Continue by clicking on the following link:

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