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March 12th, 2021 Information & Insights for the 403(b) Community Do DC Plan Participants Benefit From Increasing the RMD Age? Research finds that moving the age for required minimum distributions has little effect on accumulated savings, but participant behavior may change if the goal is to leave assets to heirs. Considering ESG Factors in Investment Selection For several presidential administrations now, there has been some back and forth about the place for environmental, social and governance (ESG) investing in retirement plans. Join PLANSPONSOR and retirement industry sources for a webinar on March 18 in which you will learn what the DOL’s latest regulations say about the use of ESG investments in retirement plans; how retirement plan sponsors can abide by their fiduciary duties when making investment selections based on ESG factors; and the different ways plan sponsors can include ESG investments in retirement plans. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” DOL Holding Off on Enforcing ESG, Proxy Voting Rules Until the publication of further guidance, the department says it will not enforce either final rule or pursue enforcement actions against any plan fiduciary for failure to comply. Women Are Running DC Plans Better Than Men Research by Morningstar shows more women are working in defined contribution (DC) plan administrator roles—and they’re more likely to exhibit better plan-governance attributes. Plan Sponsor Roundtable: The New Focus on Financial Wellness Plan sponsors discussed benefits they consider part of their financial wellness offerings that might not typically be viewed as such. 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