This time of year is a peak time for hardship withdrawal requests, providers say, and call center staff and provider websites can help educate participants about implications and other options.Read more >
Along with its comment letter to the Department of Labor, SIFMA sent study results that showed advisers have reduced access to retirement advice and products.Read more >
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Groom Law Group and Cammack
Retirement Group will field your
questions concerning 403(b) plans
and regulations. Email rebecca.moore@strategic-i.com with Subject
Ask the Experts
In the ongoing saga regarding the termination of the Mississippi-based Singing River Health System’s defined benefit (DB) plan, an appellate court has determined it was proper for a district court to release Jackson County, Mississippi, the owner of the health system, from any further litigation.Read more >
USA Financial Exchange has added Horizon Investments and Flexible Plan Investments to its list of asset managers on its turnkey asset management program. “Horizon and FPI each have a unique set of strategies that we’ve made available on the platform including some income-based solutions, as well as socially responsible and faith-based strategies,” says Matt McGrew, chief operations officer of USA Financial.Read more >
