The platform strives to offer downside market protection to plan participants.
Tag: 403(b) retirement plans
The 403(b) and 457(b) plan recordkeeper offers participant enrollment, investment transparency, transactions processing and increased plan oversight.
Among tips Mercer suggests is evaluating litigation vulnerability at a time when lawsuits against higher education 403(b) plan sponsors are higher than ever.
Noteworthy about the case is that a challenge to fees provided to the recordkeeper via an arrangement with Financial Engines is filed against the plan sponsor and not the recordkeeper as in other suits that have been dismissed.