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August 14th, 2020 Information & Insights for the 403(b) Community Revisiting Wellness How to present financial subjects in a light that engages employees now. Are Employer-Sponsored DC Plans the Best Retirement Savings Vehicles? The coronavirus pandemic and other factors have called into question the value of DC plans, but experts say they’re still good savings vehicles. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” How Times of Turbulence Can Show What Your Plan Is Really Made Of Ben Lewis, with TIAA, discusses why it may be a good time for plan sponsors to review their plans and how to do so. Employers Making Accommodations As Businesses Reopen Remote work accommodations can help prevent early retirements for workers at risk, and employers need to adjust retirement planning communications for those who work from home. Mercy Health Corp. Faces 403(b) Plan Excessive Fee Lawsuit Among other things, the lawsuit alleges the health care system unreasonably maintained investment advisers and consultants despite the known availability of others with lower costs and/or better performance histories. Plan Progress Webinar: Distribution Options for Employees Join PLANSPONSOR and retirement industry experts Thursday, August 20, for a webinar in which you will learn what changes have been made to hardship withdrawal and required minimum distribution (RMD) rules; how to determine whether to offer hardship withdrawals and loans in your plan; what distribution options may be offered in your plan to help retiring participants create an income stream for life; and what elements to include in communications about different distribution types to help participants make decisions that will not hurt their retirement outcomes. Bloomberg Announces Latest ESG Offering The offering is broken into two sectors: Environmental and Social, and Board Composition. 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