Data and Research | August 30th, 2024 Fidelity Finds Retirement Account Growth in Q2, Better Outcomes for Nonprofit Workers Retirement savings for Gen X workers showed improvements in the year’s second quarter, and nonprofit workers continue to show improvements...
Deals and People | June 21st, 2024 Retirement Industry People Moves Empower hires Boston broadcaster to new role and appoints head of retirement plans segment; alternatives asset manager hires Samantha DeZur;...
Ask the Experts | March 26th, 2024 What Organizations Can Sponsor a 403(b) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | March 25th, 2024 ERIC Joins Amicus Brief Defending Yale University The brief was filed to support Yale in the plaintiffs’ 2nd Circuit appeal of a 2023 jury verdict that was...
Administration | March 5th, 2024 PBGC Sues to Terminate NYC Nonprofit DB plan The Sheltering Arms organization shut down in 2023, and the PBGC seeks to become its defined benefit plan’s statutory trustee.
Compliance | January 2nd, 2024 Cambridge Health Alliance Retirement Plan Sued Health care system 403(b) participant fees alleged to be too high in fiduciary breach case.
Compliance | November 22nd, 2023 Cornell Ruling Widens Circuit Court Split on ERISA Fiduciary Question Appellate courts have different interpretation of prohibited transaction rules under the Employee Retirement Income Security Act, paving the way for...
Deals and People | August 16th, 2023 TIAA Promotes Houser to Expanded Institutional Head of Sales Role TIAA is unifying all sales directors supporting nonprofit plan segments within institutional sales and promoting Houser to an expanded position,...
Administration | June 28th, 2023 PSNC 2023: Addressing In-Plan Annuity Reluctance Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.
Administration | June 26th, 2023 PSNC 2023: Unique Issues for 403(b) Plan Sponsors Experts at the PLANSPONSOR National Conference addressed the ebb and flow of employer efforts to align in-plan investments with organizational...
Deals and People | May 5th, 2023 GSAM Promotes Tavares to Head of Multi-Asset Solutions Advisory Goldman Sachs Asset Management plans to focus resources on the multi-asset solutions business.
Ask the Experts | March 28th, 2023 Is Change Coming for 403(b) Plan 5500 Filings? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Administration | February 14th, 2020 Why Nonprofits May Prefer a 403(b) Plan Over a 401(k) It often comes down to nondiscrimination testing.
Products | March 4th, 2019 Horace Mann Expands Into Tax-Exempt Retirement Market Horace Mann’s traditional agencies will continue to focus on the public education sector, while newly acquired subsidiary BCG will offer...