David Kaleda, Principal at Groom Law Group, Michael Davis, Vice-President, Head of Institutional Defined Contribution Specialists at T. Rowe Price, and Michael Webb, Vice President at Cammack Retirement Group prepared the attached white paper, “A New Paradigm – Delivering Retirement Benefits To Healthcare And Higher Education Employees.” The paper appears in the first quarter 2019 edition of T. Rowe Price’s Insights publication. 

In the paper, David and his co-authors provide their insights on trends in 403(b) plan management in light of recent litigation and the fact that these plans are becoming the primary or only retirement vehicle for many healthcare and higher education employees.  The paper is based upon their presentations for the Pension & Investments webinar entitled “A New Paradigm for Delivering Retirement Benefits to Healthcare and Higher Education Employees.”  The paper and a replay of the webinar is available through T. Rowe Price’s Institutional Investor website (https://www4.troweprice.com/gis/institutional/us/en/insights/articles/2019/q1/delivering-retirement-benefits-to-healthcare-and-higher-education-employees.html).


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