Posts tagged ‘private higher education’

Top opportunities in 403(b) plans for higher education and the benefits of using financial professionals



I’m regularly asked where are the biggest opportunities in the tax-exempt sector. My answer is the biggest opportunity for change right now lies in one key segment of the 403(b) market:  private higher education.  There is a huge opportunity for higher educational institutions to modernize…

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Heard on the Street



Back in July, I posted a blog about the trend emerging among 403(b) plans sponsors in higher education – in particular among private colleges and universities. After several years of administering their 403(b) plans under the full force of the final 403(b) regulations, and ERISA, many are now…

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