Tag: 403(b) Litigation

A Schlichter Bogard-led complaint alleges that providers pushed participants into retirement advice that led to TIAA annuity investments.

Health care system 403(b) participant fees alleged to be too high in fiduciary breach case.   

A jury decided almost entirely in the university’s favor in the nearly seven-year lawsuit.

Experts at the PLANSPONSOR National Conference addressed the ebb and flow of employer efforts to align in-plan investments with organizational...

The service was found to be in a legal safe harbor, but the case continues against the plan adviser.

An order filed in an excessive fee lawsuit against Baptist Health South Florida says the 403(b) plan in question effectively...

A new lawsuit alleges that plan sponsors at the health care facility breached their fiduciary duties.

Experts in a recent PLANSPONSOR webinar reviewed recent retirement plan litigation and what lessons plan sponsors can from cases and...

In their short-lived complaint, the plaintiffs suggested WakeMed fiduciaries have not acted prudently in the operation of the 403(b) retirement...

Parts of the lower court’s ruling against the plaintiffs’ claims have been rejected and remanded by the appeals court.

The $14 million settlement agreement also requires the University to retain an independent consultant to assist plan fiduciaries in reviewing...

There are several bases on which the court could impose sanctions.

The Wisconsin Association of Independent Colleges and Universities announced a partnership with Transamerica to create a 403(b) multiple employer retirement...

Among tips Mercer suggests is evaluating litigation vulnerability at a time when lawsuits against higher education 403(b) plan sponsors are...