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Information & Insights for the 403(b) Community
Reaching K-12 403(b) Plan Participants During the Pandemic
Reaching K-12 403(b) Plan Participants During the Pandemic
School districts will find that advisers who normally camp out in the cafeteria or teachers’ lounge are striving to continue educating participants in creative ways.
DOL’s Proposed ESG Restrictions Panned in Public Comments
The clear trend among investment managers, retirement industry professionals and members of the public is skepticism about the need for the proposed environmental, social and governance (ESG) investing restrictions for retirement plans.
Ask the Experts
Can Plan Sponsors Send Documents Electronically Right Away?
“Now that the Department of Labor (DOL) has released its final rule on e-disclosure, can I go ahead and work with my recordkeeper to start sending covered documents to participants immediately?”
Workers Forced to Retire Early Can Still Achieve Financial Wellness
With the help of money management strategies, workers can still have a financially sound retirement.
Edward Jones and Age Wave Introduce the New Four Pillars of Retirement
The ideas explain what retirees are focusing on after the workforce and as they enter the next chapter.
Stimulus Bill Projections May Impact Long-Term Savings
As both Senate and House proposals would pump trillions of dollars into the economy to aid staggering unemployment figures, concerns of possible inflation years down the line have increased.

DOL Fiduciary Rule Debate Continues in Public Comments
Some argue the fiduciary proposal is being rushed, while others broadly support the Department of Labor’s aim to align its regulations with the Securities and Exchange Commission.
Unemployed Older Workers May Not Be Able to Find New Jobs
Retirement Equity Lab says nearly 3 million older workers, those between the ages of 55 and 70, have left the labor force since March.
ICMA-RC Offers Virtual Financial Planning Services to Plan Participants
The move will expand the availability of the firm’s Certified Financial Planners to working and retired participants.
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