Compass
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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A Detailed Analysis of ERISA 403(b) Plan Operation and Design During 2016 (PDF)
Investment Company Institute [ICI] and BrightScope Apr. 17, 2020 "Half of ERISA 403(b) plan participants are in hospital plans, which held 37 percent of ERISA 403(b) plan assets in plan year 2016. Another 22 percent of ERISA 403(b) plan participants were in educational services, holding nearly half (46 percent) of ERISA 403(b) plan assets.... A majority of large 403(b) plans reported participant loans outstanding.... The average large ERISA 403(b) plan offered 25 core investment options in 2016[.]" |
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