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August 11, 2017

Providers, Call Centers Strive to Educate Against Hardship Withdrawals

This time of year is a peak time for hardship withdrawal requests, providers say, and call center staff and provider websites can help educate participants about implications and other options.Read more >


Study Suggests Fiduciary Rule Will Hurt Retirement Investors

Along with its comment letter to the Department of Labor, SIFMA sent study results that showed advisers have reduced access to retirement advice and products.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.


Court Decision Leaves Open Question of Responsibility for Government Plans

In the ongoing saga regarding the termination of the Mississippi-based Singing River Health System’s defined benefit (DB) plan, an appellate court has determined it was proper for a district court to release Jackson County, Mississippi, the owner of the health system, from any further litigation.Read more >


Vanguard to Outsource Some 403(b) Recordkeeping to Newport Group

Vanguard says the partnership will offer enhanced services and features to 403(b) plan participants and sponsors.Read more >


CUNA Mutual Initiative Offers Easier Administration for Plan Sponsors

PlanOnTarget also provides more robust reporting for retirement plan sponsors.Read more >


USA Financial Adds Asset Managers to Platform

USA Financial Exchange has added Horizon Investments and Flexible Plan Investments to its list of asset managers on its turnkey asset management program. “Horizon and FPI each have a unique set of strategies that we’ve made available on the platform including some income-based solutions, as well as socially responsible and faith-based strategies," says Matt McGrew, chief operations officer of USA Financial.Read more >


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Editorial: Rebecca Moorerebecca.moore@strategic-i.com
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