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January 25th, 2022 Information & Insights for the 403(b) Community 2021 Best in Class DC Providers This year’s Best in Class providers represent an evolving set of best practices. Northwestern University Lawsuit Dismissal Reversed by Supreme Court The new ruling states that Tibble v. Edison’s discussion of the continuing duty to monitor plan investments applies in the Hughes v. Northwestern University case. Ask the Experts What Is a Look-Through Investment Vehicle? “I was reading the plan document for our 403(b) ERISA plan and came across the term “look-through investment vehicle” in the context of offering a broad range of investment alternatives under ERISA 404(c). Can the Experts tell me what a look-through investment vehicle is, whether any/all of our plan investments (we utilize annuities and mutual funds) are look-through investment vehicles, and any actions we should be taking in this regard?” Plaintiff Must Arbitrate 403(b) ERISA Claims An order filed in an excessive fee lawsuit against Baptist Health South Florida says the 403(b) plan in question effectively agreed to arbitration on behalf of the plaintiff. Legislative Proposals Would Bolster Retirement Income Adequacy An EBRI report finds five policy ideas and assumptions would likely slash retirement savings deficits.    Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 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 300, Rockville, MD 20850