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- Title
The 403(b) Industry--Issues and Practices.
- Authors
Wood, Glenn L.; Attaran, Mohsen
- Abstract
In 2004, the National Tax Sheltered Accounts Association published a market survey of the 403(b) industry. The survey represents information from a majority of the product leaders in the 403(b) market and provides valuable (albeit limited) market information. This article reviews survey findings in terms of markets and distribution, product design, loan provisions, IRS compliance, plan support and market outlook. It then identifies the top 403(b) market issues and the formidable challenges that respondents believe the 403(b) industry will face during the next three to five years.
- Subjects
MARKET surveys; ASSOCIATIONS, institutions, etc.; 403(B) plans; INDIVIDUAL retirement accounts; LOANS
- Publication
Benefits Quarterly, 2005, Vol 21, Issue 1, p26
- ISSN
8756-1263
- Publication type
Article