view in browser | plansponsor.com

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! 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