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May 3rd, 2022 Information & Insights for the 403(b) Community A ‘Snapshot’ of Updated Hardship Rules The Department of Labor clarifies what plan sponsors must do to be in compliance. Millennials Will Make Impact Investing Mainstream As younger investors attain more wealth, doing good will matter as much as making a profit, says Fidelity Charitable. Ask the Experts Are Distributions From a 403(b) Subject to the WEP Provision? “Are distributions from a 403(b) plan subject to the Windfall Elimination Provision?” Verity Asset Management Names Director of Participant Engagement Verity Asset Management, a registered investment adviser, has announced the appointment of Jae Di Lorenzo as director of participant engagement and ambassador for their newly launched business unit, the plan governance platform Vynntana. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox!

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