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 >
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 >
ASK THE EXPERTS
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
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 >
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 >
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 >
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 >
