Nicholas Pension Consultants
Kentucky Trust Company
Pension Rights Center
RTD Financial Advisors
Loren D. Stark Company
EPIC Retirement Plan Services
Retirement Industry Trust Association (RITA)
Farmer & Betts, Inc.
Retirement Plan Consultants
Plumbers Local Union No. 1 Benefit Funds
Hochheiser Deutsch & Co, Inc.
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|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."
|Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).|
|An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).|