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Information & Insights for the 403(b) Community
Supreme Court Denies Review of Case About Annuity Contracts in Retirement Plans
The plaintiff said Great-West’s conduct in setting the credited rate of its Key Guaranteed Portfolio Fund violates ERISA’s clear rules barring parties in interest from using plan assets to benefit themselves.
Updating TDFs to Provide Better Retirement Income
Three ideas for a qualified default investment alternative (QDIA) design that will better serve participants ready to retire.
Ask the Experts
Improving Readability of Participant Fee Disclosures
“The annual fee disclosure to participants is so boring! As a HR communications specialist, it is just not the type of communication I think our participants will actually read! Isn’t there anything we can do to 'spice it up' a bit and improve its readability?”
What U.S. Retirement Plans Should Know About GDPR
It’s not just multinational employers that need to understand and potentially comply with the European Union’s strict data privacy laws.
Help Needed to Curtail Gen X’s Anxiety About Retirement
With competing financial priorities, Generation X can benefit from automated savings, savings education and access to a financial adviser.
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