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August 24th, 2021 Information & Insights for the 403(b) Community Lawsuit Says Baptist Health South Florida Didn’t Follow IPS The claims are typical of excessive fee lawsuits, but the plaintiffs’ lawyers attempt to cover their bases by addressing issues that have caused claims in other suits to be dismissed. People Like ‘Guaranteed Income’ Over an ‘Annuity’ Not only does a name change increase the appeal of annuities, but framing them as insurance against running out of money in retirement does even more so. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” Plan Progress Webinar: Benchmarking Your Recordkeeper Experts discussed what to evaluate when benchmarking recordkeepers, the differences between an RFI and an RFP and what to ask about cybersecurity processes. What DC Plan Participants Should Know About Their Own ‘Funded Status’ Plan sponsors can help participants understand how interest rates and inflation affect lifetime income disclosures to help them avoid panicking and prepare for retirement. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 400, Rockville, MD 20850