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June 22nd, 2021 Information & Insights for the 403(b) Community Plan Progress: Building an Effective Financial Wellness Program The best programs include financial coaching, including one-on-one sessions, and are appealing to employees, experts say. PSNC 2021: What to Expect From Provider Relationships Industry experts discussed how to work with providers to ensure success for your plan. Ask the Experts Is Past Service Counted for Eligibility for Previous Student Employees? “Would service performed as an employee that could be statutorily ineligible count for eligibility and/or vesting purposes under the plan? For example, in our 403(b) plan, under the universal availability rules, we exclude students performing services described in Code section 3121(b)(10), since we have university students performing services for our university. Does that service count for eligibility and vesting purposes if we later hire such students as retirement plan eligible employees, assuming break-in-service rules wouldn’t wipe it out?” Determining DC Saving Rates Auto-enrollment has a greater impact on participant savings than any other variable. 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