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July 11, 2017

Brown University Faces Familiar Allegations in 403(b) Lawsuit

With wording that seems to be duplicated from filings against other higher education institutions, a complaint has been filed against Brown University and fiduciaries of its Deferred Vesting Retirement Plan and Legacy Retirement Plan. As with other lawsuits, the complaint alleges that because the marketplace for retirement plan services is established and competitive, and because the plans have more than $1 billion in assets, the fiduciaries have tremendous bargaining power to demand low-cost administrative and investment management services and well-performing investment funds, but instead, they caused the plans to pay unreasonable and excessive fees for investment and administrative services.Read more >

A Heavy Load

Understanding Millennials' competing financial priorities and what plan sponsors can do.Read more >

Ask the Experts
Must Form 8955-SSA Be Filed Electronically?

“I have received conflicting information as to whether Form 8955-SSA is required to be filed electronically. Can the Experts clarify?”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. 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.


Part-Time Workers Are Financially Vulnerable

As the nation moves more to a “gig” economy, the question becomes: How can we prepare part-time employees for a financially secure retirement?Read more >


HSAs Shape the Way for the Millennial Generation

Jamie Janvier, with ConnectYourCare, discusses how to get Millennials to understand the value of health savings accounts and other tax-advantaged savings.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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