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December 3rd, 2019 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. 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