DC Plan Jargon Stymies Participant Success |
The term “glide path” resonated with only 4% of participants surveyed by Invesco, despite being the most common term used by advisers, providers and plan sponsors when talking about target-date funds; survey data shows numerous other areas where industry jargon holds back participant understanding.
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Plan Investments Should Be Low-Cost and Not Overlap |
Conrad Siegel contends that most participants are looking to defer the investment diversification decision, so plan sponsors should make it easy for participants to have a well-diversified portfolio.
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403(b) Litigation Update |
In many ways, 403(b) litigation resembles the familiar territory of the 401(k) litigation that has dominated the last decade or more. On the other hand, plaintiffs have used the actions brought against 403(b) plan fiduciaries to break new ground in the context of ERISA litigation.
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