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November 30th, 2021
Information & Insights for the 403(b) Community
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2022 Retirement Industry Trends to Follow
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As the retirement plan industry looks ahead to the coming year, financial wellness is increasingly seen as a critical solution to help workers and retirees meet their goals. 
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Ask the Experts
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Satisfying Electronic Disclosure Requirements for SPDs to New Hires
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“In the past, we have been providing a hard copy summary plan description (SPD) to all our new employees in their new hire packet as part of our onboarding process; however, we are looking to reduce the amount of paper we send to employees. We are thinking of including a notice in the new hire packet, that provides a link to a website where the SPD can be electronically accessed by participants. Would this be compliant with the Department of Labor’s (DOL) regulations regarding electronic disclosure with respect to new hires?”
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Picture of Health
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A plan sponsor pilots a custom communications program with success.
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