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PLANSPONSOR BLINESs LOGO March 3rd, 2020
Information & Insights for the 403(b) Community
The Employer Component
The Employer Component
Sponsors have various options for contributing to employee wellness.
Retirement Plan Financial Audit Processes Are Evolving
New processes and systems can cut costs for plan sponsors, streamline the work and allow for any discrepancies to be caught earlier.
Ask the Experts
Who Is Immediately Vested Upon Plan Termination?
“I work with a 403(b) plan sponsor that will be terminating its plan. Can you confirm that affected participants—those who would be immediately vested—only includes non-vested participants that have not taken their full account value and have not had a 5-year break-in-service?”
Fees Significantly Vary Performance for Public DB Private Equity Investors
A report from Stanford University and Harvard Business School researchers provides food for thought about fee negotiations with private equity investment providers.
OneAmerica Names Senior Director of Participant Experience
OneAmerica has promoted Tammy Rabe to fill the role of senior director of participant experience. Rabe, in her sixth year with OneAmerica, most recently oversaw its Retirement Market Insights program on behalf of its life insurance business line. In that role, Rabe worked with financial professionals delivering insights and education on health and wealth strategies, like Social Security, medicare and long-term care.
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