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November 29th, 2022 Information & Insights for the 403(b) Community ESG Is Now Permissible, But Not Required, Under ERISA The DOL rule is designed to reduce legal uncertainty and obstacles to ESG investment. Benchmarking Beyond Just Looking at Fees Plotting the best course for plans in a competitive labor market. Ask the Experts When Are SECURE and CARES Acts Plan Amendments Due? I work for a private, tax-exempt entity that sponsors 401(a), 403(b) and 457(b) plans. We were under the impression that all of our plans had to be amended for the The Setting Every Community Up for Retirement Enhancement Act of 2019 and the Coronavirus Aid, Relief, and Economic Security Act by December 31, 2023, but our recordkeeper indicates that this is no longer the case. Is that correct? New DOL Proposal Would Allow Fiduciaries to Self-Correct Certain Errors If certain conditions are met, the proposal would allow fiduciaries to correct mistakes themselves without incurring a civil penalty. A Time For Plan Sponsors To Complete 2022 Year-End Amendments and Operational Compliance Late November means Thanksgiving and colder temperatures, and for retirement plan sponsors—detailed in blog post by Groom Law Group—the time of year to ensure that plan documents and plan operations comply with regulations and requirements. Plan Progress Webinar: Student Loan Debt Benefits Join PLANPSONSOR and a panel of experts on December 15 to learn what options are available for student loan debt benefits, their structure and cost; how student loan repayment help fits into an employer’s overall financial wellness benefits; what communications employees need about student loan debt and saving for retirement, and more. 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