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Information & Insights for the 403(b) Community
Considerations for Tweaking the Investment Menu for Older Participants
Considerations for Tweaking the Investment Menu for Older Participants
Participants approaching retirement and those who decide to remain in the plan need additional choices and can benefit from assets that aren’t correlated to equities.
Register Today for Understanding PRT!
Without thoughtful preparation, offloading pension liabilities can be a costly and time-consuming endeavor. Whether you are currently on a timeline for transferring your DB plan risk or considering doing so, “Understanding PRT: A Pension Risk Transfer Trend and Market Dialogue” will provide information to help with your decisions. Join us Thursday for this virtual event.
Ask the Experts
Is a Plan Administrator Required for ERISA and non-ERISA Plans?
“I read your Ask the Experts column on the definition of a plan administrator under ERISA Section 3(16) with great interest as I was unfamiliar with the term. Is it an optional provision of ERISA, or are ALL ERISA retirement plans required to have a plan administrator under ERISA Section 3(16)? And what about non-ERISA plans?”
More Social Security Communications Could Bolster Participant Outcomes
A study finds most people do not engage with Social Security’s online portal to factor in the amount of retirement income Social Security will provide until they reach benefit age.
The Cybersecurity Challenge
Time to implement the DOL tip sheets and get prepared for enforcement.
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