Tag: 403(b) plan recordkeeping

Compliance

January 9th, 2019

Georgetown University 403(b) Plan Defeats ERISA Challenge

In a colorfully worded opinion, the district court judge chides plaintiffs for failing to acknowledge basic facts about the way annuities work and their well-established role in 403(b)...

Client Service

November 28th, 2018

K-12 403(b) Plans Require Unique Recordkeeping Solutions

Because K-12 403(b) plans have mostly stuck with the multiple provider and individual annuity model, different providers must work together to make sure recordkeeping for these plans is...

Events Spotlight

DCIO and Investment Menu Survey

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife

THOUGHT LEADERSHIP

Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA

THOUGHT LEADERSHIP

The Retirement Income Dilemma

What are we solving for and what have we learned so far?

Sponsored by MFS Investment Management