403(b) Curriculum Library

Showing entries with the topic “Fees”.

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Feb 2021

403(b) Retirement Plan Fee Litigation: February 2021 Update

As the pandemic wears on, existing 403(b) retirement plan fee litigation has seen a decline in activity. Nevertheless, there have been a some significant updates. We share a recap of the recent litigation activity in this month's article.

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Aug 2020

Webinar - Hot Topics for Higher Education Retirement Plan Sponsors

​In the first half of 2020, the global pandemic has created major challenges for colleges and universities. Learn more about the hot topics for higher education retirement plan sponsors and what they mean in terms of plan compliance in our webinar.

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Apr 2020

403(b) Retirement Plan Fee Litigation | April 2020 Update

Despite the COVID-19 pandemic, retirement plan litigation remains largely uninterrupted. Since our last comprehensive update on the status of 403(b) retirement plan lawsuits, there have been some significant updates: The George Washington University litigation appeal was denied, as was the Northwe…

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Dec 2019

The Top Retirement Plan Trends for 2020

With the holiday season upon us and the New Year fast approaching, it is time to consider what 2020 may bring for retirement plan sponsors. We explore some of the retirement plan trends that are likely to be popular next year.

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Nov 2019

Case Study: Making a Strong Plan Stronger

SRC, a not-for-profit research and development organization, set out to improve their retirement plan benefit, ultimately reducing administrative costs by 54%, streamlining the investment lineup and improving employee communication and education - all without converting recordkeepers

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Nov 2019

The Fiduciary Breach Lawsuits: Lessons Learned

Over the past few months, we launched an in-depth exploration into the claims of the fiduciary breach lawsuits. We highlight the issues, the litigation outcomes and the key take-aways for retirement plan sponsors in a recap of the series.

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Sep 2019

The Race to Zero in Index Funds

The rush to adopt lower cost funds is one of the dominant investment themes of the decade, driven by investors’ new-found love for inexpensive passive investing in the aftermath of the financial crisis. How can investment managers sustain nearly-zero expense ratios and remain profitable?

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