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December 13th, 2019 Information & Insights for the 403(b) Community Plan Amendments After the 403(b) Remedial Amendment Period Non-governmental 403(b) plans, for the first time, have a deadline for adopting plan amendments going forward. Judge Denies Dismissal of Suit Against Archdiocese Over Pension Plan Unlike ERISA lawsuits that are argued in federal courts, this case is playing out in state court. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” DOL Plans Notice of Proposed Rulemaking on Proxy Voting The DOL says the action would modernize fiduciary practices related to the voting rights associated with ERISA plan investments. Plan Sponsors Have Multiple Options for Creating Income Streams for Participants Annuities should be considered, and the type to offer in a DC plan depends on several factors. Quarterly Statements Useful in Enhancing Participant Retirement Readiness The quarterly statement is a proven tool for getting plan participants engaged in their retirement readiness; however, not all providers are including the best information to get participants engaged. ID Theft Insurance as a Voluntary Benefit The insurance is a small cost to enhance employee financial security and hedge against lost productivity. 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