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PLANSPONSOR BLINESs LOGO February 4th, 2020
Information & Insights for the 403(b) Community
2020 Plan Sponsor of the Year Finalists
2020 Plan Sponsor of the Year Finalists
PLANSPONSOR is pleased to announce the 2020 Plan Sponsor of the Year finalists in the Public Defined Contribution (DC) category.
Details About SECURE Act’s PEP and Lifetime Income Provisions
Open MEPs are now PEPs, and additional guidance is needed about requirements for PEPs and other provisions of the SECURE Act.
Ask the Experts
Can Plan Sponsors Limit the Automatic Enrollment Opt-Out Period?
“We sponsor an ERISA 403(b) plan with an automatic contribution arrangement (ACA). We love auto enrollment and the positive impact it is having on our participation, but still have a number of people that opt out, and would like to improve our participation figures even further. Could we add a provision that only allows participants 90 days to opt-out, otherwise they are in the plan for as long as they are employed? I thought I read something in the regulations about this.”
Signing and Retaining Plan Documents Is Essential
Following a memo warning retirement plan sponsors of potential disqualification, attorneys offer suggestions for plan document execution procedures.
MassMutual Offers Student Loan Refinancing Assistance
A refinancing program provided through CommonBond is available on the company’s MapMyFinances financial wellness tool.
IPX Announces Three Additions to Executive Suite
The Investment Provider Xchange (IPX) has added executive staff and sales team members. IPX is an investment-agnostic platform for the 403(b)/457(b) marketplace that provides web-based portals for investors and other interested parties to seamlessly interact with and manage their accounts.
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