The 403(b) community has become the target of retirement plan fee litigation. Lawsuits have been filed against Duke, Johns Hopkins, MIT, NYU, UPenn, Vanderbilt, and Yale on behalf of plan participants. The complaints allege that the plan sponsors failed to monitor excessive…
Blog Archives
Seven Prominent Universities Sued Over 403(b) Plan Fees
Tagged with: 401k, 403(b), Accounting, Administration, benchmark, benefit, Business, claim, college, committee, Compliance, DOL, Duke, ERISA, fees, Fiduciary, Funds, investment, Johns Hopkins, lawsuit, litigation, MIT, not-for-profit, NYU, oversight, plan, provider, Retirement, Risk, sponsor, sued, university, UPenn, Vanderbilt, Yale
Posted in Employee Benefit Plans
Posted in Employee Benefit Plans
Employee Benefits Update: June/July 2015
In this issue we review questions plan sponsors should ask when reviewing data security with service providers. In addition, we briefly highlight changes made by the Pension Benefit Guaranty Corporation (PBGC) affecting defined-benefit pension sponsors in 2015, including changes to…
Tagged with: 401k, 403(b), annuities, Audit, auditor, committee, data security, defined benefit, defined contribution, EBP, employee benefit plans, expert, Payment, PBGC, plan, rate, Retirement
Posted in Employee Benefit Plans
Posted in Employee Benefit Plans
Employee Benefits Update: April/May 2015
In this issue we highlight the importance of reviewing your plan operations and key fiduciary tasks. We summarize plan loan requirements that all plan fiduciaries should know, and take a look at some common questions regarding plan audits. We also…
Tagged with: 401k, 403(b), 5500, Accounting, attorney-client privilege, Audit, Business, Consultants, DOL, employee benefit plan auditors, ERISA, expert, Fiduciary, guidance, IRS, loans, management, operations, plan, regulations, Retirement, retirement plan, review
Posted in Employee Benefit Plans
Posted in Employee Benefit Plans
Top 10 Governance & Operational Issues for Your Defined Contribution Plan
Join our panel of experts for a discussion of the Top 10 Governance & Operational Issues for Your Defined Contribution Plan. Learn what to know before the auditors knock on your door. Highlights include: ERISA fiduciary best practices Practical insights from…
Tagged with: 401k, 403(b), Audit, auditors, best practices, Business, Certified Public Accountant, CPA, CPE, Defined Contribution Plan, Department of Labor, DOL, EBP, ERISA, experts, Fiduciary, Fiduciary Investment Advisors, Governance, lawsuits, Networking, New York, Nixon Peabody, Operational
Posted in Events
Posted in Events
Make Today Your 401(k) Day
The Plan Sponsor Council of America wants you to celebrate 401(k) Day! This annual campaign provides materials to plan sponsors to help educate employees and encourage active participation in their plans. To learn more about the campaign and how you…
Tagged with: 401k, 403(b), decisions, Easy, Employees, employers, Plan Sponsor, Retirement, savings, work
Posted in Employee Benefit Plans
Posted in Employee Benefit Plans
Alan Pecora
Anthony Mangiameli
David Mandrycky
Insero & Co.
Jacquie Platt
Jennifer Ott
Kimberly Gangi
Lou Gangi
Renee Ricci
The Highest Standard 