Much remains unsettled – and, as yet, largely unadjudicated – in the large, and growing series of excessive fee litigation directed at university 403(b) plans. However, certain trends in the... Read More
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403(b) Plans
BY Nevin E. Adams, JD | 12/27/2017
Defendants successfully made their case in staving off a decision in a case involving Princeton University’s 403(b) plans, and in so doing placed their bets on the outcome of another case in the 3rd... Read More
BY NAPA Net Staff | 12/12/2017
How are 403(b)s doing? What portion of the retirement plan universe do they occupy? How are employers responding to them? Two recent studies from Transamerica offer a look at the size and... Read More
BY NAPA Net Staff | 10/11/2017
Minneapolis-based 403(b) advisor Steven R. Berger, 44, was among the 58 people killed at the Route 91 Harvest Music Festival in Las Vegas on Sunday, Oct. 1.Berger was an advisor at EFS Advisors in... Read More
BY Nevin E. Adams, JD | 10/3/2017
Citing the rulings in a number of other university 403(b) suits, a federal district court has weighed in on the issues in a case involving Johns Hopkins University.The suit, brought against the plan... Read More
BY Nevin E. Adams, JD | 9/25/2017
An excessive fee suit that had challenged the number of funds on the menu, the use of multiple recordkeepers, and the embrace of asset-based, rather than per-participant fees (among other things) has... Read More
BY NAPA Net Staff | 8/19/2016
An annual survey of 403(b) plans finds a growing, though still modest, focus on participant outcomes.While only 6 out of 10 (61.5%) employer respondents to the 2016 403(b) Plan Survey from the Plan... Read More
BY Fred Barstein | 12/18/2015
According to a Cerulli report, advisors do have a significant share of the 403(b) market depending on the type of plan and organization.Geography matters as well; advisors in certain areas, like the... Read More
BY Fred Barstein | 7/31/2015
Do not-for-profit entities that have 403(b) plans care more about outcomes than for-profit firms with 401(k) plans?Though the recent Plan Sponsor Council of America (PSCA) 2015 403(b) Plan Survey... Read More
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