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January 7th, 2022 Information & Insights for the 403(b) Community Considerations for Implementing a Phased Retirement Program Employers must decide whether to have a formal or informal program, as well as what benefits to offer those employees making the transition. 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 Email rebecca.moore@issgovernance.com with subject line “Ask the Experts.” Considerations to Help DC Plan Sponsors Regroup for the New Year Mercer says delving into participant data and keeping up with new product offerings, legislation and regulations can help plan sponsors improve their retirement programs in 2022. NCPERS Proposes New Measure for Public Pension Sustainability A study found pension debt is sustainable in all but five states, and NCPERS says sustainability valuation can be used on local government and individual plans. Security Benefit Expands EliteDesigns Variable Annuity Series Security Benefit has announced the expansion of its EliteDesigns and EliteDesigns II variable annuity fund lineups with three products from two emerging fund managers. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox!

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