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August 9th, 2019

Settlement in Johns Hopkins 403(b) Plan Lawsuit Includes Recordkeeper Bid

The $14 million settlement agreement also requires the University to retain an independent consultant to assist plan fiduciaries in reviewing the plan’s existing investment structure.Read more >

Court Moves Forward Suit Over Plans’ Use of Retail Funds

The court decision in Lutz v. Kaleida Health reviews what it takes to be a retirement plan fiduciary and acknowledges that plaintiffs in ERISA litigation do not have to have all facts about fiduciary decisionmaking to state a plausible claim.Read more >
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

OregonSaves Filling the Retirement Plan Coverage Gap

The state-run retirement program for private-sector employees is reporting $25 million saved for retirement, and has announced expansion to more employer types.Read more >

Participants, Plans Already Feeling the Impact of U.S-China Trade War

Until recently, the marketplace expected the U.S. and China would, year over year, continue to integrate and overlap their economic systems. Increasingly, it seems the two spheres are instead pulling apart.Read more >

Case Studies Suggest Move From Public Pensions Hurts Taxpayers

Experiences of four states that moved from traditional defined benefit (DB) plans to cash balance or defined contribution (DC) plans show it did not address existing pension underfunding and increased costs for these states.Read more >

PCS, Aspire Combine to Provide Fiduciary Specialist Services

In addition to providing new fiduciary solutions to the combined client base, PCS leadership aims to leverage Aspire’s footprint in the K-12 403(b) and 457 plan spaces.Read more >

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

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