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March 16th, 2021 Information & Insights for the 403(b) Community DC Plan Sponsors Should Get Comfortable With Market Volatility There will always be unpredictable times, and just as participants are told to take a long-term view, so should plan sponsors when selecting and monitoring investments. PLANSPONSOR 2021 HSA Conference The PLANSPONSOR HSA Conference is designed to educate plan sponsors that currently offer, or are considering offering, these accounts. The conference agenda will cover multiple aspects of the accounts to help employers and advisers learn how to best oversee and support them. Topics to be discussed include: current and proposed laws and regulations for HSAs; how HSAs operate; best practices in HSA provider selection and ongoing administration; and how investing HSA assets can increase the potential for long-term savings. Register now. Ask the Experts Can Systematic Withdrawals Be Taken From 457(b) Plans? “I work with a public higher education institution that sponsors both a 403(b) and a 457(b) plan. A retiring employee, who is a participant in both plans, wants to take systematic withdrawals (monthly payments) from both. I didn’t think she can do so for a 457(b) plan, since it is a plan of deferred compensation. However, the plan’s recordkeeper is saying that systematic withdrawals are permitted from under both plans. Is the recordkeeper correct?” Warn Participants About High Health Care Costs in Retirement Offering HSAs is only one way to help employees prepare for rising health care costs throughout retirement. Franklin Templeton, iGrad Financial Wellness Platform Offers Personalization It can analyze how prepared people are for retirement and assess each user’s ‘financial personality.’  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