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December 7th, 2021 Information & Insights for the 403(b) Community Plan Progress Webinar: Measuring the Success of Your DC Plan Join PLANSPONSOR and industry sources for a webinar in which they will discuss metrics plan sponsors should use to gauge the success of their DC plans; ways to measure participant outcomes, or retirement readiness; and information available to help plan sponsors measure DC plan success. 2022 Plan Sponsor of the Year Nominations Are Open PLANSPONSOR needs your help to identify qualified candidates for 2022 Plan Sponsor of the Year awards. If you work with or for, or know of, a great plan sponsor, please help us recognize the best in the business. For plan sponsors, nominations may be made by providers, advisers, consultants, actuaries, attorneys, third-party administrators, employees and colleagues, or you can even nominate yourself. The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible. Ask the Experts Can Employees of Tax-Exempts in Puerto Rico Participate in 403(b)s? “We are a national 501(c)(3) tax-exempt organization who recently started employing individuals who live and work in Puerto Rico. Since citizens of Puerto Rico are also U.S. citizens, can they participate in our 403(b) plan?” Black and Hispanic Americans Struggling With Financial Wellness and Retirement Readiness The pandemic has only made financial issues and stress caused by debt worse for most Black and Hispanic households. 2021’s Hardships Redefine Financial Wellness Goals With so many Americans having gone through tough times over the past two years, a new study looks at how this has affected their financial well-being and sense of the future. 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