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November 15th, 2022 Information & Insights for the 403(b) Community SPARK Institute Updates Cybersecurity Guidelines Guidelines seek to help service providers and plan sponsors follow cybersecurity best practices. Exploring ESG Investing: Political Agenda or Economic Factor? ESG is not to be confused with divestment and exclusionary investment strategies, says expert panel. Ask the Experts What Responsibilities and Liabilities Come With Signing The Form 5500? I am the new general manager of our 501(c)(4) homeowners association, an employer eligible to sponsor an ERISA plan; and have been asked to sign the 5500 for our 401(k) plan for our employees. The association is small and has nowhere near 100 participants, so I’ve been asked to sign the 5500-SF. However, even in signing that form, I am concerned about any responsibilities and liabilities that go along with signing the forms. Can the Experts provide some clarification? Thanks! To the Limit? Many U.S. workers fall short of saving to the IRS’ allowed maximum contribution amount. CIO’s Transition Management Survey Are you a provider of transition management services and would like to make your services known to institutional investors? If so, you are invited to respond to CIO’s Transition Management Survey. 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 300, Rockville, MD 20850