On April 4, the U.S. Government Accountability Office (GAO) released a report, “Defined Contribution Plans: 403(b) Investment Options, Fees, and Other Characteristics Varied. The report attempted to quantify what is happening in the $1.1 trillion 403(b) ...
I am pleased to announce that our firm has established a Diversity, Equity, and Inclusion Committee. We recently spent several ...
The House of Representatives overwhelmingly passed the Securing a Strong Retirement Act of 2022 on a 414-5 vote. The Act is ...
The IRS announced 2022 dollar limits on benefits and contributions for qualified retirement plans.
I started my career in retirement plans inauspiciously. I had graduated from the University of Iowa, was engaged to be married to ...
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Last week, the Department of Labor (DOL) proposed a rule to explicitly permit plan fiduciaries to consider environmental social ...
When discussing retirement plan fees, recordkeeping expenses are usually the primary focus for plan fiduciaries. The reasons for ...
We are pleased to share our Technical Services Committee has released our 2021 Regulatory Update!
The Government Accountability Office (GAO) recently conducted a study on retirement plan participants’ understanding of the fees ...
Three years ago, the 403(b) excessive fee case of Sacerdote v. New York University was decided in favor of New York University. ...
ERISA Section 408(b)(2) requires service providers to the plan to provide the plan’s fiduciaries with the information they need ...