It’s important to know how different employee groups are benefitting from a defined contribution (DC) plan so unique issues can be addressed.Read more >
The denial leaves in place an appellate court’s decision that claims in a lawsuit against the University of Southern California fell outside the scope of arbitration agreements signed by plaintiffs in the case, so the lawsuit over two of the university’s retirement plans may proceed.Read more >
The legislation would permit employers to contribute up to $5,250 tax-free to their employees’ student loans.Read more >
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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
A letter to Gene Dodaro, Comptroller General of the U.S. Government Accountability Office (GAO), identifies 10 questions federal lawmakers would like the GAO to answer, following its examination.Read more >
AXA Equitable Life has announced the availability of Semester Strategies, a new asset-allocation investment program designed for K-12 403(b) retirement plan participants. Semester Strategies is said to combine an asset-allocation plan commonly found in target-date funds (TDFs), with some downside market protection and the financial guidance of a licensed professional.Read more >
Brian Mahoney joined SageView Advisory Group as a retirement plan consultant in its Boston, Massachusetts office on January 14. The Boston team supports 78 client relationships with more than $12 billion in assets under advisement in both 401(k) and 403(b) plans, defined benefit (DB) and nonqualified plans.Read more >
