| Plan Assets and Prohibited Transactions |
| If the alleged violation is said to be an Employee Retirement Income Security Act Section 406(b) violation, it is necessary to establish that at least one of the parties is a fiduciary and that plan assets were involved. The presence of plan assets will often be obvious—but not in all cases.
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| American Agrees to Pay $22 Million to Settle Proprietary Funds Case |
| The case accused American Airlines of including affiliated funds in its retirement plan investment lineup though they were more expensive and lower-performing than other funds.
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| Most Americans With Set Financial Goals Don't Forego Savings |
| Those who are progressing with their goals are more likely to have a retirement plan, life insurance and at least one investment account, Lincoln found in a survey.
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| TIAA Turns 100 Amid Retirement Market Evolution |
| As TIAA’s CEO for Institutional Financial Services reflects on the firm’s upcoming centennial anniversary, he’s confident Andrew Carnegie would be proud of where the company and its industry have come.
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