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April 17th, 2018

Brief in University of Pennsylvania 403(b) Lawsuit Points Out Differences From 401(k)s

An amici curiae brief filed by the American Council on Education and other higher education associations details the history of higher education 403(b) plans and argues that 403(b) lawsuits compare apples to oranges; another argues that hindsight cannot be used to challenge investment performance; and TIAA defends its products.Read more >

Study Raises Doubt on Just How Much Is Needed for Health Care Expenses in Retirement

The latest report from the Employee Benefit Research Institute says expectations of catastrophic health care expenses in retirement are likely flawed.Read more >
Record Retention for Governmental 403(b) Plans
“It is my understanding that retirement plans under the Employee Retirement Income Security Act (ERISA) are required to keep documents necessary to determine benefits as long as needed for benefit determination. Is this true for a governmental retirement plan?”Read more >

Public-Sector Pension Changes Create Residual Effects

Evidence mounts to show how cuts to public-employee pension benefits have reduced the ability of public-sector employers to compete with private-sector employers for skilled workers.Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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