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July 19th, 2022 Information & Insights for the 403(b) Community 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. 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