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February 7th, 2020 Information & Insights for the 403(b) Community Steps for Creating an Effective IPS While not required, a road map for investment selection and monitoring is a best practice, and sources now say the more detailed, the better. 2020 Plan Sponsor of the Year Finalists PLANSPONSOR is pleased to announce the 2020 Plan Sponsor of the Year finalists in the Nonprofit Defined Contribution (DC) <$500MM category. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” 2020 Plan Sponsor of the Year Finalists PLANSPONSOR is pleased to announce the 2020 Plan Sponsor of the Year finalists in the Nonprofit Defined Contribution (DC) >$500MM category. Barry’s Pickings: The 2020 Retirement Policy Agenda Michael Barry, president of O3 Plan Advisory Services LLC, discusses policy issues he hopes to see addressed—most not in the SECURE Act. 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