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December 23, 2016

New Trends in ERISA Litigation Appeared in 2016

ERISA lawsuits against retirement plans in 2016 have included new allegations not seen before and have spread to target different types of plans and plan sponsors, and experts predict more of the same in 2017.Read more >


Retirement Plan Sponsors Should Focus on Different Demographic Groups

Different retirement plan participant demographic groups face various challenges.Read more >

Ask the Experts
David Levine and David Powell, with Groom Law Group, and Michael A. Webb, VP, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. rebecca.moore@strategic-i.com with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.


Student Loan Debt Following Some into Retirement

A GAO study found many older Americans are having Social Security payments reduced in order to pay off student loans.Read more >


Utilizing HSAs to Fund a Healthy Retirement

With health care costs reaching record levels by some projections, HSAs can serve as a crucial piece of a holistic retirement-savings strategy.Read more >


Choosing the Right TDF for Your Participants

Glide paths, investment management style and fees are all crucial to target-date fund (TDF) selection in a changing market.Read more >


Family Should Be Included in Retirement Planning

For many Americans, needing help with the management of finances at some point during retirement is not a matter of if, but when, according to Fidelity Investments.Read more >


A Review of How the Fiduciary Rule Could Affect Retirement Plan Sponsors

The fiduciary rule has shaken up the advisory space, but plan sponsors also need to know what’s in the rule and make plans for how it could affect them.Read more >


Retirement Plan Communications and Planning Going Digital

Employer-sponsored retirement plan providers are increasing digital offerings, but participants may need prompting to use these tools.Read more >


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Editorial: Rebecca Moorerebecca.moore@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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