view in browser | plansponsor.com

May 21st, 2021 Information & Insights for the 403(b) Community You’ve Overpaid Retirement Benefits to a Participant … Now What? Overpayments are more common than many sponsors think; they should understand the steps they can take to get the money back. 2021 Virtual PLANSPONSOR National Conference From June 21 through June 24, you can enjoy virtual discussions among your plan sponsor peers, retirement plan advisers and providers, as well as legislative and legal experts, about ways to continue to build plans and financial wellness programs that improve the outcomes of your unique workforce, while implementing proper corporate governance to manage fiduciary duties. In our virtual exhibit hall, attendees may interact with plan providers, obtain additional information to help build plans of excellence and participate in some fun giveaways. Whether you are new as a retirement plan sponsor or have years of experience, whether you work on the finance, treasury or human resource (HR) side of the plan, and whether your workforce has been hit hard by the events of this past year or fared relatively well, the 2021 PLANSPONSOR National Conference has something for you! Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” What a Year Without Retirement Savings Can Do to Participant Outcomes Scenarios show what a break in savings, as well as distributions and loans, can do to a participant’s retirement account balance, and experts share tips for helping participants get back on track. Trio of Senators Introduces Retirement Reform Bill The Improving Access to Retirement Savings Act parallels, but does not exactly match, the Securing a Strong Retirement Act, a piece of legislation which was recently advanced out of committee in the House of Representatives. Unequal Financial Experiences Highlight Need for Different Emergency Savings Solutions Some people have not recovered from economic losses caused by the pandemic and need help from employers, retirement plan providers and other sources to build a financial cushion. Two Approaches to Benchmarking Plan Fees A quick comparison of prices paid by plan sponsor peers can let a sponsor know if it should issue an RFI or RFP. 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