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October 2nd, 2020 Information & Insights for the 403(b) Community Auditors’ View of Plan Management Auditors share common errors they find when doing retirement plan financial audits and what they recommend for plan sponsor processes. Well-Known ERISA Plaintiffs’ Attorneys Sanctioned for ‘Reckless’ Litigation A discredited expert witness and plaintiffs who had no problem with their service provider until they were solicited to join a ‘manufactured’ lawsuit were factors in a federal judge’s decision. Ask the Experts Email rebecca.moore@issgovernance.com with subject line “Ask the Experts.” Retirement Savings Could Be Hit for Years as Result of Pandemic, Natixis Says Its 2020 Global Retirement Index says making retirement opportunities more widely available, as well as plan features such as automatic features, can mitigate the challenges. Another Health Care Provider Accused of ERISA Breaches Barnabas Health is the latest to face class action allegations filed by the law firm Capozzi Adler. TIAA Enhances Mobile Enrollment Experience The firm says the enhanced experience allows clients to quickly and securely enroll in their plans, change contributions, set investment strategy and update personal details. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox!

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