May 16th, 2017


Duke University 403(b) Plan Excessive Fee Suit Moves Forward Claims moving forward regard excessive fees by using four recordkeepers and excessive fees by offering too many funds in the plan. Read more >

United Financial NW Joins PlanMember Securities Corporation Jim Mustard and Nick Hankerson, partners of United Financial NW in Portland, Oregon, have announced their affiliation with PlanMember Securities Corporation as a PlanMember Financial Center. United Financial NW has about 700 clients in and around Portland with $55 million in assets under management, and specializes in the 403(b) and 457(b) education market. Read more >

ASK THE EXPERTS

“What are the primary differences between a 457(b) plan of a private tax-exempt organization and a governmental 457(b) plan?” Read more >

TIAA Settlement Agreement Goes Beyond Monetary Compensation A significant number of non-monetary settlement terms have been agreed to, including that TIAA will add more non-proprietary investment options to its own retirement plan and reconsider how its treats revenue sharing payments. Read more >

Emory University Excessive 403(b) Plan Fee Suit Moves Forward However, one of the motions to dismiss granted by a federal judge addressed a claim by participants that the plan offered too many funds. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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