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PLANSPONSOR BLINESs LOGO February 11th, 2022
Information & Insights for the 403(b) Community
Lower-Income Workers Benefit the Most From Auto-Portability
Lower-Income Workers Benefit the Most From Auto-Portability
Research suggests that keeping retirement plan savings in tax-advantaged accounts, using auto-portability, can help to close the wealth gap.
Having a Written Financial Plan Improves Savings and Asset Allocation
Research suggests written plans might especially help low- to moderate-income employees save more.
Ask the Experts
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Fraudulent Hardship Withdrawals Draw Grand Jury Ire
A federal court has denied a defendant’s motion to dismiss a lawsuit in which he is accused of committing wire fraud while taking allegedly fraudulent hardship withdrawals from a 401(k) plan.  
Free Public Service Loan Forgiveness Support Program Announced Through Equitable
The new eligibility tool will help individuals see an estimated forgiven loan balance, detail next steps for applying for forgiveness and provide information on how to increase further savings.
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