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May 5th, 2020 Information & Insights for the 403(b) Community Current Volatility Shows Weaknesses in TDFs Lessons about diversification—especially for those nearest retirement—not learned during the Great Recession will be a focus for plan sponsors and TDF providers now. Pandemic May Stall Implementation of Certain DC Plan Decisions The effects of the COVID-19 pandemic have plan sponsors contemplating what to do about scheduled re-enrollments, the (RFP) process and fund mapping during recordkeeper conversions. Ask the Experts How to Terminate a 457(b) Plan of a Tax-Exempt Sponsor “How do I terminate a 457(b) plan of a tax-exempt employer?” Consider Near- and Long-Term Issues Before Implementing CARES Act Provisions Plan sponsors are urged to consider factors other than the short-term financial needs of their employees before adopting new loan or distribution provisions. University of Miami Faces Lawsuit Over 403(b) Plan Fees The plaintiffs say they seek similar remedies as those in a settlement that was court-approved in a case against Duke University. Can Employers Use PPP Funds to Contribute to HSAs? Limited guidance on the regulations makes this answer complex for plan sponsors. 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