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Information & Insights for the 403(b) Community
The Future of Annuities for DC Plan Participants
The Future of Annuities for DC Plan Participants
There are differences between annuities the industry wants to offer DC plan participants and those that have traditionally been offered.
$18.1M MIT Fiduciary Breach Lawsuit Settlement Includes RFP Process
Among the non-monetary elements of the settlement is a requirement to conduct a recordkeeping RFP process that will result in a per-participant fee structure.
Ask the Experts
with subject line “Ask the Experts.”
Participant Views on Retirement Plan Loans Can Inform Benefit Decisions
Additional benefits and loan policy changes can keep participants from taking loans while other strategies can prevent loan default.
Public-Sector Employees Need More Financial Education
Nearly two-thirds believe it is important to have a financial literacy program offered by their employer, and they listed the topics they would like discussed.
Fidelity’s New Retirement Income Solution Avoids Guarantees
While there is significant interest being voiced among policymakers and plan sponsors about in-plan annuities, providers are favoring retirement income innovations that don’t involve guarantees.
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