Prevalent issues in the multivendor 403(b) environment include a lack of vendor oversight, proprietary investment products, and pricing inefficiencies. What actions should 403(b) plan sponsors be taking to mitigate their fiduciary and legal risks?
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The Supreme Court recently restored order in the church plan universe when it overturned three appeal decisions and held that an employee benefit plan maintained by a church-affiliated organization can qualify as a “church plan” exempt from ERISA.
Most companies widely regarded as the best have built and communicated a strong internal and external employment brand around their success. The 2017 Human Capital Insights Report helps prepare organizations to compete as a destination employer, with data-driven insights from Gallagher thought leaders on how to attract and engage top talent, control healthcare costs, improve employee total wellbeing and manage risk.
Bill Kline and Dean Clune share insights on two main areas of opportunity for effectively tackling financial wellbeing issues – meeting employees at their life stage with specific, targeted wellbeing tactics, and ensuring those tactics address spending as well as saving habits.
President-elect Donald Trump and the new Congress expressed plans to repeal and replace PPACA. The DOL’s Fiduciary rule is scheduled for April 2017 implementation. Our webinar covers how the election may impact employer’s health and retirement plans.
Upon being voted as the U.S. President-Elect, there is much uncertainty about how certain policies targeted by Trump’s platform will impact investments. The US has already seen increased market volatility as well as many global-scale effects.
A rash of retirement plan litigation claims has swept like a virus across the higher education community, catching organizations by surprise. Get the diagnosis from a panel of experts on the allegations against these universities and their 403(b) plans.
Now that the Department of Labor has redefined fiduciary duty under ERISA, there are significant implications for employers that sponsor retirement plans. What does the Final Rule mean to your organization and you?
In early August, separate lawsuits were filed against seven universities seeking damages for breach of fiduciary duties related to each one’s defined contribution retirement plans. What should organizations consider when it comes to their own 403(b) plans?
Bill Kline shares insights about reducing financial stress on employees through retirement planning to increase engagement and drive healthy outcomes for the workforce and the organization.