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Information & Insights for the 403(b) Community
Retirement Plan Disclosures Move Into the Digital Age
Retirement Plan Disclosures Move Into the Digital Age
Plan sponsors need to understand requirements in the new DOL rule, including how to ensure cybersecurity, before moving forward.
Calling DC Plan Sponsors to Participate in Our Research
Through a partnership with Mercer, PLANSPONSOR has launched a short Pulse Survey on environmental, social and governance (ESG) investments in U.S.-based defined contribution (DC) plans. The questionnaire seeks to collect direct feedback from DC plan sponsors on how this emerging topic is influencing current thinking/actions. Whether or not ESG applies to your plan, we would appreciate you investing 3-4 minutes to answer 11 quick-response questions on the topic. Respondents will be offered the opportunity to receive a complimentary advance copy of the final analysis/report, which will cover the past, present, and current state of ESG investing in institutional retirement plans. Responses will remain both anonymous and confidential and will only be reported in aggregate. The deadline for response is TODAY.
Ask the Experts
with subject line “Ask the Experts.”
Private Equity in DC Plans an Opportunity to Improve Outcomes
Plan sponsors should follow prudent processes the DOL laid out in its recent guidance, and there are already solutions in place to help them figure out how to include private equity in their plans.
BGC Introduces Interactive Retirement Income Calculator
MyRetirement illustrates retirement plan participants’ spending levels in retirement so they can make informed decisions.
AIG Retirement Services Offers Help Navigating Student Loan Forgiveness Programs
Employees of nonprofit and public sector AIG Retirement Services clients that are offering the new student debt solution will be able to find Savi’s technology on their retirement plan website.
SoFi Launches Student Loan Debt Relief Program
The program follows provisions in the CARES Act that allow employers to pay up to $5,250 of employees’ student loans tax-free.
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