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January 06, 2017

A Time for Reflection

How the retirement industry of 2016 will inform 2017.Read more >

Multiple Recordkeepers at Heart of Excessive Fee Suit

The complaint says having different recordkeepers for a traditional defined contribution (DC) plan and a 403(b) plan caused participants to pay too much for services.Read more >

Barry’s Pickings Online: A List for the New DOL

Michael Barry, president of the Plan Advisory Services Group, shares his thoughts about what the Trump Employee Benefit Security Administration should undo and do.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. 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.

The Evolution of Employee Wellness Programs

More employers are devising holistic wellness programs that address physical, mental and financial health; and technology could be the main driver in boosting participation.Read more >

Uncertainty Tinges Optimism in 2017 Market Outlook

“Never before—not even during the global financial crisis—have investors come to us so concerned with such specific questions about the movements of the markets and governments around the world,” one expert observes.Read more >

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Editorial: Rebecca
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