| Court Finds in Favor of NYU in 403(b) Plans Lawsuit |
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A federal district court judge found that “while there were deficiencies in the Committee’s processes—including that several members displayed a concerning lack of knowledge relevant to the Committee’s mandate—plaintiffs have not proven that the Committee acted imprudently or that the Plans suffered losses as a result.”
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| Health Care Costs Remain Retirement Planning Blind Spot |
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According to a new survey, 76% of employees say they understand the salient features of health savings accounts, or “HSAs,” yet only 12% could correctly identify the common attributes of an HSA in a simple quiz.
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| Adviser Executives Expect Strong Headcount Growth This Year |
| According to IAA and Cerulli, nearly 80% of respondents to the 2018 survey say they plan to grow their work force over the next 12 months. Nearly two-thirds of respondents plan to grow their headcounts by up to 10%, the survey shows, while nearly 15% percent say they plan to increase their staffs by more than 10%.
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| The Power of Hosting Events |
| Spectrum Investment Advisors values visual presentation and experience. So, when company President James Marshall committed to erecting a new building five years ago, in Mequon, Wisconsin, it was outfitted with an engaging meeting space, where plan sponsors and participants could come attend seminars, gain insight into the firm’s workings—not to mention, drink a little coffee.
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