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Information & Insights for the 403(b) Community
Dismissal Motions Rejected in UMMS ERISA Lawsuit
Dismissal Motions Rejected in UMMS ERISA Lawsuit
The defendants contest their process ensures that any fees paid by participants are reasonable and all services and investment offerings are in the best interests of the participants.
In-Plan DC Annuities and the Existential Plan Sponsor Question
Plan sponsors must consider life expectancy at retirement rather than what is projected at birth.
Ask the Experts
Can the Cost of an RFP for Selecting a New Recordkeeper Be Paid From Plan Assets?
"We are a museum who recently selected a new recordkeeper as a result of a request for proposals process. Can this expense be paid from plan assets, assuming such expenses are reasonable, and the plan permits?"
When Retirees Stay in the Plan
Both employers and participants will discover benefits.
How to Streamline the Investment Menu
Strategies such as layering and white labeling can help DC plan participants select investments.
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