Tag: 403(b) plans

The guide includes information on rollovers, loans, hardship withdrawals and much more.

The IPX platform provides RIAs with a more manageable entry point into the complex 403(b) and 457(b) markets by streamlining the requisite custody, trust, trading and administrative services.

The plaintiff argues the briefs filed in support of the University of Pennsylvania provide the university an argument word-count advantage and seek to inject irrelevant issues that are...

One brief details the history of university retirement plans and argues that 403(b) lawsuits compare apples to oranges; another argues that hindsight cannot be used to challenge investment...

The newly created multiple employer plan (MEP) will help plan sponsors reduce their administrative burdens.

The lawsuit alleges Yale defendants acted imprudently with regard to recordkeeping and investment fees for the plan.

In its motion, NYU asks that a federal district court judge issue an order “precluding from trial … any testimony, evidence, or arguments concerning claims that were previously...

A memo to examiners lists actions 403(b) plan sponsors should take to locate missing participants in order not to be challenged on violating RMD rules.

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...

It is available to workers 18 years and older who have contributed to a company-sponsored retirement plan or IRA.

Steidle's services to 403(b) plans include calculations, plan valuations, document services, Form 5500 and other services.

Plan fiduciaries have been charged with breaching their fiduciaries duties under ERISA by selecting more expensive share classes of investments than were available to the plan.

PlanMember Online is a collection of public-facing websites designed to meet the needs of specific audiences.

In a statement, Cammack said, “We believe the claims have no merit and will be vigorously defending them.”

While a federal district judge had dismissed some claims last fall, the introduction of a new plaintiff in the case adds them back.

Mercer introduces their top 10 key tips for endowment and foundation (E&F) committees to understand and implement throughout the year. 

A federal district court judge has dismissed the university’s motion for reconsideration of its previous motion to dismiss, while simultaneously granting a motion to stay the litigation process...

A Lincoln Financial Group study found government employers want to see better technology, advanced plan designs and personalized service from providers.