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PLANSPONSOR BLINESs LOGO February 18th, 2022
Information & Insights for the 403(b) Community
Lessons Learned From Public Employee Financial Wellness Programs
Lessons Learned From Public Employee Financial Wellness Programs
Employers that were part of an initiative to start or improve their programs—using a wide variety of approaches—shared challenges, surprises, rewards and advice.
The Process for Issuing RMDs When Participants Are ‘Missing’
Failing to issue required minimum distributions can be costly, so sponsors must follow exact steps from the IRS and DOL to locate missing participants.
Ask the Experts
Email amy.resnick@issgovernance.com
with subject line “Ask the Experts.”
Tactics to Avoid Failing Nondiscrimination Testing
Plan sponsors should consider the trade-offs involved between the costs of funding safe harbor contributions and the corrective actions that result from failing the tests.
Default Lifetime Income Legislation Introduced in House
Legislators say the LIFE Act builds upon the SECURE Act provision that enhanced the safe harbor on which plan sponsors rely when choosing an annuity provider.
Retirement Plan Advisors Expands Solutions to Include Adviser Managed Accounts
Retirement Plan Advisors LLC is expanding PortfolioPlus, its proprietary participant managed account solution, to include recordkeeper adviser managed account platforms. This expansion will bring customized investment advice solutions to even more public sector deferred compensation and defined contribution plans and their employees.
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