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February 25th, 2020 Information & Insights for the 403(b) Community Why Should You Attend PLANSPONSOR National Conference? Discussions and presentations by people from a cross-section of the retirement plan industry; insight and education about plan design, investments, administration and compliance; a chance to hear from peer plan sponsors; documentation of sessions attended to put into a fiduciary file; and chances to gain continuing education credits. All this at a beautiful resort in Orlando, Florida, with some fun activities included. Need we say more? You can register for the event here. High Court Rules Seizure of Property From Puerto Rico Catholic Churches Was Wrong Not addressing the question of whether the Puerto Rico Supreme Court violated the First Amendment, the U.S. Supreme Court found a lower court lacked jurisdiction to issue payment and seizure orders. Ask the Experts Are PEPs Available to 403(b) Plan Sponsors? “As a small 403(b) plan sponsor, I read with great interest the new pooled employer plan (PEP) provisions of the SECURE Act that will allow unrelated employers to band together into a single retirement plan to increase their purchasing power. Are PEPs available to 403(b)s?” Extending Financial Wellness Into Retirement How can employers ensure financial wellness programs create habits that carry into retirement and address employee concerns about the future? Reasons to Communicate Regularly With Employees About Retirement Megan Yost, with Segal Benz, discusses how keeping employees engaged with their retirement benefits helps them get the most out of benefits and feel more financially secure. National Sales Director Joins Aspire Aspire Financial Services LLC has hired Matt Drummond as national sales director, Individual Accounts. Aspire is a provider of retirement plan solutions in the individual tax-exempt retirement plan market with a focus on 403(b) and 457 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