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February 26th, 2021 Information & Insights for the 403(b) Community CARES Act Considerations: CRDs, RMDs, Taxes and More Between retirement reforms first created by the SECURE Act and then updated by the CARES Act, there is a lot of confusion about required minimum distribution deadlines and the tax treatment of coronavirus-related hardship withdrawals. Plan Sponsors Have Fiduciary Duties to Follow During Adviser M&As They should know the right questions to ask as advisory firm merger and acquisition activity continues to increase. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” Two Private Equity Firms Will Purchase Wells Fargo Asset Management The deal means that GTCR and Reverence Capital will also acquire Wells Fargo Bank’s North American-based business of serving as trustee to its collective investment trusts (CITs) and all related WFAM legal entities. Benchmarking Custom TDFs Is Not an Exact Science However, there are methods to create a benchmark, and consultants and investment managers should be able to help. Women’s Retirement Savings Especially Affected by the Pandemic Offering employees flexible work schedules and access to financial advice are among actions plan sponsors can take to help. 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