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February 2nd, 2021 Information & Insights for the 403(b) Community Event: What’s on the Minds of Plan Sponsors? To assist plan sponsors with decisions for 2021, PLANSPONSOR is hosting a one-day forum to address specific areas of retirement program design that may be presenting the biggest challenges. Hear what research has determined about plan sponsors’ priorities—including those that are ongoing and those that have been newly shaped by the COVID-19 pandemic. Listen to your peers discuss defined contribution (DC) plan investment menus, financial wellness programs and retirement income. These discussions will help you craft benefits that serve the needs of your unique workforce and help you meet your fiduciary duties. Register today to attend. 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. Ask the Experts What Are Surrender Fees? “I work for a health care provider that maintains a 403(b) plan. I was recently informed that one of our legacy providers charges something called a ‘surrender fee.’ Can you explain what this is?” Public Sector Gen X Workers Face More Outstanding Retirement Plan Loans Likely feeling the same financial squeeze as their private sector counterparts, the new Public Retirement Research Lab also found they are contributing less to retirement savings. Americans Thinking of Reallocating Portfolios Following Election The right messaging and access to advice can help retirement plan participants make the right decisions for their financial future. OneAmerica Hires Regional Sales Director OneAmerica has hired Chris Browne to build the company’s base in South Carolina as regional sales director. Browne is focusing on primarily serving core retirement plans. 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