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Information & Insights for the 403(b) Community
2022 PLANSPONSOR National Conference
2022 PLANSPONSOR National Conference
Join us in-person in Orlando, June 8 – 10, as a unique cross-section of people in the retirement plan industry will share insights and experiences to help you create a better financial future for participants. You’ll hear from plan sponsors, advisers and providers about trends and practices in retirement plan design and investing, as well as legislative and regulatory updates. You’ll also have a special opportunity to network with your peers during a private, closed-door session. Registration is free for plan sponsors. Learn more about the conference and register today!
Proposed RMD Rules for 403(b)s Could Mean Big Changes
A change to how required minimum distributions are taken from 403(b) contracts might call for changing recordkeeping systems and dusting off information sharing agreements.
Ask the Experts
Special Rule Regarding Loans for Participants on Military Leave
“I recently read your Ask the Experts column indicating that plan sponsors could permit suspension of loan repayments during a military leave of absence. Are there any other rules involving loans for those on military leave that I should know about?”
CRS Considers How Retirement Plan Industry Can Help With Emergency Savings
Lawmakers have also introduced a bill designed to help employees who have defined contribution plan accounts cover emergency expenses.
Too Much Choice
Plan sponsors need to make wise choices when it comes to investments—and it doesn’t hurt to get some help.
Capital Group Announces New Target-Date Fund Service
The service, powered by Morningstar Investment Management, will provide personalized investment advice to retirement plan participants through its user interfaces and network of integrated recordkeepers.
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