view in browser | plansponsor.com

February 12th, 2021 Information & Insights for the 403(b) Community Washington Watchers See Good Prospects for Further Retirement Reforms Among the potential retirement policy solutions that could become law in 2021 is a provision to allow 403(b) plans to access collective investment trusts, which can be beneficial for more than just their low fees. Appellate Court Opens Door for New Complaint Against Georgetown The appellate court found a lower court erred in denying the plaintiffs’ leave to amend their complaint, meaning the case over excessive fees in the university’s retirement plans may not be over. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” Having an IPS Doesn’t Necessarily Increase Plan Sponsor Liability A properly drafted investment policy statement can offer guidelines and protection for plan sponsors—if it is followed. Black Americans Report Changing Financial Habits Due to COVID-19 The racial wealth gap underscores a need for financial education and access to advice—something retirement plan sponsors can provide. Complying With New Regulations/Legislation Join PLANSPONSOR for a webinar in which industry sources will review provisions of the SECURE Act; review new regulations and legislation that will affect retirement plan sponsors; anddiscuss steps to comply with new regulations and legislation. Calling All PLANSPONSOR Plan Adviser of the Year Nominations Does your retirement plan adviser go above and beyond for your plan and participants? Tells us their story by nominating them for the 2021 PLANSPONSOR Plan Adviser of the Year awards. Equitable Launches Open Architecture Platform for ERISA and Non-ERISA Plans It also include 3(21), 3(38) and 3(16) fiduciary support for plan sponsors Transamerica Partners With Notarize on Online Notary Services Their offering will enable participants to notarize important retirement plan documents without leaving their home. 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