Nicholas Pension Consultants |
Retirement Plan Administrator – Senior Associate PBMares |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
EPIC: TPA/DPS |
Kentucky Trust Company |
Retirement, LLC |
Pension Rights Center |
RTD Financial Advisors |
Retirement Plan Documents Specialist Loren D. Stark Company |
Pentegra |
Administrator/Consultant (DC and DB) TPA Professionals |
EPIC Retirement Plan Services |
Membership Director: Independent Contractor Retirement Industry Trust Association (RITA) |
Farmer & Betts, Inc. |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Plumbers Local Union No. 1 Benefit Funds |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Retirement, LLC |
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A Close Look at the Universe of ERISA-Regulated 403(b) Based on Their Form 5500 Audit Reports (PDF) Investment Company Institute [ICI] ![]() June 30, 2015 54 pages. "In 2012, the average ERISA 403(b) plan offered 23 core investment options -- of those, about 10 were equity funds, three were bond funds, and seven were target date funds. Nearly all plans offered at least one equity and bond fund, about 70 percent of plans offered a suite of target date funds, and 84 percent offered fixed annuities.... [If] all investments in ERISA 403(b) plans are counted (no matter how small), ERISA 403(b) plans have an average of 41 investment options.... Mutual funds held 47 percent of ERISA 403(b) plan assets in 2012. Variable annuities held 27 percent of assets, and fixed annuities were 26 percent." |
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