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January 17th, 2020 Information & Insights for the 403(b) Community Retirement Plan Features to Consider Pruning Some features make administration unnecessarily difficult, while others could derail participants’ retirement readiness. Broker/Dealer Rep Accused of Misleading 403(b) Plan Participants The Delaware Attorney General’s Investor Protection Unit says the representative took advantage of 403(b) participants who were confused about the transition to a single provider. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” Preventive Maintenance Is Key to Retirement Plan Health Jay Schmitt, Strategic Benefits Advisors, discusses how plan sponsors can check their plans periodically to make sure they are error-free and in compliance. MetLife Offers Digital Enrollment for non-ERISA 403(b)s With EnrollNow, participants receive support as they make important decisions such as selecting a deferral amount and choosing funding options. 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