Tag: 403(b) plans

403(b) Retirement Plan Exchanges

Brodie Wood, SVP of healthcare, education and not-for-profit markets at Transamerica Retirement Solutions, discussed the efficiencies and benefits a closed MEP can offer not-for-profit 403(b) plans.

Adviser Off the Hook in NYU 403(b) Plans Case

While dismissing a new complaint in the litigation about excessive fees in NYU's 403(b) plans, a federal judge also denied summary judgment in the original complaint, moving the case forward to trial.