Compliance January 20th, 2022 Boston Children’s Hospital Latest Target of ERISA Excessive Fee Suit The complaint alleges several breaches of fiduciary duty, including retaining poorly performing investments.
Compliance News Legislative and Judicial Actions HSA inflation adjustment, 403(b) catch-up contributions, tax treatment under the CARES Act, and more.
Products February 21st, 2019 AXA Equitable Life Creates Asset Allocation Plan for 403(b) Participants The program will contain both aggressive and conservative portfolios, both dependent on years before a participant plans to retire.
January 8th, 2018 Resolutions for E&F Investment Committees to Consider in 2018 Mercer introduces their top 10 key tips for endowment and foundation (E&F) committees to understand and implement throughout the year.