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February 10, 2017

Advice and Education

Considerations for defined contribution (DC) plan sponsors and participants in light of the new fiduciary rule.Read more >


TIAA Faces Suit Over 403(b) Plan Participant Loans

A new lawsuit argues the practices used by the Teachers Investment and Annuity Association (TIAA) to credit portions of interest payments made by participants on loans taken from their own retirement accounts back to the firm—rather than to the borrowing participant—violate the Employee Retirement Income Security Act (ERISA).Read more >


Couples Should Get In Sync About Retirement Savings

People are more likely to agree with their spouse or partner on daily expenses than on retirement savings, a survey finds.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.


Low Returns, Longevity Mean Greater Retirement Savings Rate Needed

Different scenarios mean investors may need to save 25% of income to achieve retirement goals due to low expected equity returns and longevity, a research report finds.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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