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July 14, 2017

Connecticut Passes Conflict-of-Interest Rule for Non-ERISA 403(b)s

We previously reported that Connecticut passed a conflict-of-interest bill for non-ERISA 403(b)s. Newly obtained text of the bill as signed by the governor reveals it only pertains to plans offered by political subdivisions of the state.Read more >

TIAA Exec Reflects on History of Retirement Plans

Ron Pressman, TIAA CEO for Institutional Financial Services, says there are five best practices that retirement plans can implement.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.

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.Read more >

Setting Goals Helps Employees Stay on Track for Retirement

Lincoln Financial asked survey participants for open-ended responses about their 2017 financial goals, and found that priorities for those individuals with specific goals tend to focus on some key themes: reducing debt, general savings and saving for retirement.Read more >

Millennial Investors Overshadowed by Memories of ’08 Financial Crisis

Millennials entering the work force today share grim memories of the financial crisis that struck the globe between 2007 and 2008, when several of their adult counterparts saw their savings and investments significantly diminish, according to a Global Investment Survey by Legg Mason Global Asset Management. The firm found that 85% of U.S. Millennials consider themselves to be somewhat or very conservative investors.Read more >

dailyVest Launches DC Plan Health Tool

A new tool from dailyVest will provide defined contribution (DC) plan sponsors with the ability to manage plan health, help improve employees’ financial wellness, and reduce fiduciary risk.Read more >

Rise Financial Opens its Doors for Socially Responsible Investing

The San Francisco Bay Area is now home to Rise Financial, a new advisory firm focusing on socially responsible investing (SRI).Read more >

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