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PLANSPONSOR BLINESs LOGO July 31st, 2020
Information & Insights for the 403(b) Community
CARES Act Special Considerations for 403(b) Plans
CARES Act Special Considerations for 403(b) Plans
Participants invested in annuity contracts may face charges for distributions and limits on amounts they can take as a distribution or loan that they may not be aware of.
Princeton Agrees to No Fee Increase, Among Other Things, in Lawsuit Settlement
What the settlement agreement calls ‘therapeutic relief’ also includes conducting an RFP process, creating rules for how often committees meet and reviewing TIAA’s participant loan program.
Ask the Experts
Email rebecca.moore@issgovernance.com
with subject line “Ask the Experts.”
VALIC Financial Advisors Charged With Disclosure Failures
The SEC says VALIC Financial Advisors failed to disclose to Florida teachers practices that generated millions of dollars in fees and other financial benefits for the firm.
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