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May 16, 2017

Duke University 403(b) Plan Excessive Fee Suit Moves Forward

Claims moving forward regard excessive fees by using four recordkeepers and excessive fees by offering too many funds in the plan.Read more >

United Financial NW Joins PlanMember Securities Corporation

Jim Mustard and Nick Hankerson, partners of United Financial NW in Portland, Oregon, have announced their affiliation with PlanMember Securities Corporation as a PlanMember Financial Center. United Financial NW has about 700 clients in and around Portland with $55 million in assets under management, and specializes in the 403(b) and 457(b) education market.Read more >

Ask the Experts
Differences in 457(b) Plans for Different Entities

“What are the primary differences between a 457(b) plan of a private tax-exempt organization and a governmental 457(b) plan?”Read more >

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.

TIAA Settlement Agreement Goes Beyond Monetary Compensation

A significant number of non-monetary settlement terms have been agreed to, including that TIAA will add more non-proprietary investment options to its own retirement plan and reconsider how its treats revenue sharing payments.Read more >

Emory University Excessive 403(b) Plan Fee Suit Moves Forward

However, one of the motions to dismiss granted by a federal judge addressed a claim by participants that the plan offered too many funds.Read more >

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