(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 18th, 2019

2019 Could Be Banner Year for ESG in ERISA Plans

Plan sponsors voice concern about a lack of uniform environmental, social and governance (ESG) data reporting and lingering regulatory uncertainty—but more and more continue to embrace the use of environmental, social and governance investing programs. Read more >

Details Available About Duke University 403(b) Lawsuits Settlement

A case accusing fiduciaries of the Duke Faculty and Staff Retirement Plan of causing the plan to pay unreasonable and greatly excessive fees for recordkeeping, administrative, and investment services, and a second complaint—this one focusing on revenue sharing it took but didn’t deliver for distribution to plan participants—have been combined for a settlement agreement. The settlement agreement calls for a gross monetary payment of $10.65 million to a settlement fund and other non-monetary actions by Duke University. 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

Best Practices for Managing ERISA Litigation Risk in 2019

Three Mayer Brown Employee Retirement Income Security Act (ERISA) attorneys discuss the current litigation landscape and offer practical strategies for promoting compliance in 2019. Read more >

ICMA-RC Now a Public-Sector 403(b) Plan Provider

The firm will offer open architecture and a comprehensive selection of investments with lower fees and expense ratios to 403(b) plans, as well as full-time representatives to assist 403(b) participants. Read more >

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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