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Information & Insights for the 403(b) Community
Retirement by Auto-Pilot
Retirement by Auto-Pilot
Strategies to improve outcomes even when auto-enrollment is in place.
2022 Plan Sponsor of the Year Award Nominations Are Open
Award recipients across all categories will be honored at the PLANSPONSOR Awards for Excellence celebration at the PLANSPONSOR National Conference on June 8, 2022.
Ask the Experts
Disadvantages to Allowing Loan Repayment or Initiation After Termination
“I read with great interest your recent Ask the Experts column on why many 403(b) plans allow participants to repay or initiate loans after termination of employment. However, that column did not mention any risks or other disadvantages to plan fiduciaries in allowing such loans. Does that mean there are none?”
Finalized Form 5500 Changes Add Little to Plan Sponsors’ Responsibilities
While plan sponsors will need to ensure the form contains accurate data, many of the proposed changes to the 2021 Form 5500 were not finalized.
Courts Expand on Rules Regarding the Protection of Retirement Plan Assets
Attorneys say the court opinions inform planning decisions in the cases of divorce or job changes.
Employees Cite Several Reasons for Not Participating in Financial Wellness Programs
A TIAA survey also found employees are more concerned about day-to-day finances than saving for retirement.
Updated Participant Website Launched by Lincoln
In addition to increased functionality, the new online experience also features an online content hub with videos, articles and tools to help participants educate themselves.
MidAmerica Joins USRBP
U.S. Retirement & Benefits Partners (USRBP) has announced that MidAmerica Administrative & Retirement Solutions (MidAmerica) has joined USRBP. Based in Florida, MidAmerica is a technology-based, independent, full-service third-party administrator (TPA) and compliance expert exclusively focused on the public sector.
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