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Information & Insights for the 403(b) Community
Supreme Court Agrees to Consider Question About Plausible Claims in Excessive Fee Cases
Supreme Court Agrees to Consider Question About Plausible Claims in Excessive Fee Cases
The high court granted a writ of certiorari requested by plaintiffs in a lawsuit against Northwestern University over fees in its two 403(b) plans.
Webinar: Mid-Year Investment Review
Join PLANSPONSOR and investment experts July 15 for a webinar in which they discuss the performance of equity and fixed income investments in the first half of the year and what is expected in the second half; investment types that are needed in retirement plans and/or target-date funds (TDFs) for participants to create/have proper diversification; and meaningful metrics to use for monitoring and selecting/deselecting investments for retirement plans.
Ask the Experts
with subject line “Ask the Experts.”
DOL Clarifies Its Stance on Providing Conversation Recordings, Transcripts to Benefit Claimants
The claims regulation referenced in a DOL information letter applies to both health and welfare plans and retirement plans, but the letter is fairly limited in scope, an attorney tells PLANSPONSOR.
Participants Need Guidance on Addressing Retirement Risks
Providing Social Security education and guaranteed income investment options are among suggestions for how plan sponsors can help.
Need for Greater Social Security Education Continues
While 89% of U.S. adults said they were at least somewhat confident in their understanding of the benefit, detailed findings from Nationwide show most aren’t as knowledgeable as they think.
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