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August 10th, 2021 Information & Insights for the 403(b) Community What Comes Next With ESG Regulations? The regulatory outlook for retirement plan sponsors looking to implement environmental, social and governance themed investments has been complicated, but experts hope that may soon change. Plan Sponsors Interested in Some New Plan Design Ideas Respondents to a Principal survey also shared what they believe has contributed to plan and participant success. Ask the Experts Can a Plan Allow In-Service Distributions for Only Rehired Retirees? “We sponsor an ERISA 403(b) retirement plan. On occasion, we rehire retirees for projects and other work. Often they wish to continue their retirement distributions from the plan. However, our plan does not permit in-service distributions. Could we amend our plan to allow in-service distributions ONLY for these rehired retirees? Or would we have to open up in-service distributions to all employees older than 59.5 for these former retirees to take distributions?” Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 400, Rockville, MD 20850