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Information & Insights for the 403(b) Community
Virtual Lessons Learned
Virtual Lessons Learned
The success of online meetings surprises sponsors and advisers alike.
$7.5M Settlement Struck in Washington University ERISA Suit
The settlement agreement also spells out a variety of non-monetary requirements, including a new fiduciary training regimen for members of the university’s retirement plan administration committee. 
Ask the Experts
Receipt of a Power of Attorney for a Plan Participant
“We just received a request from our 403(b) plan recordkeeper for a Power of Attorney to be reviewed and approved by an authorized representative of the plan. It is for the daughter of one of our former employees, and the former employee does indeed have an account balance in the plan. Should we just review it for accuracy and approve it or have outside counsel for our retirement plan look at it?”
2022 HSA Conference: An HSA Overview
Speakers provided a high-level overview of health savings accounts and provided an in-depth look at some key HSA features and investing options.
2022 HSA Conference: Choosing the Best HSA Service Provider
There are several capabilities and features employers should consider when selecting a health savings account provider.  
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