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October 1st, 2021 Information & Insights for the 403(b) Community What to Look For in an Advisory Relationship Plan Sponsor of the Year award recipients discuss what they expect, and receive, from their advisers. Turned Around A claim against a plan for not using revenue sharing is a good reminder to know exactly what fees your plan pays. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” Wellness Coaching Service Launched by Gallagher The Gallagher Money Coaching program aims to promote financial well-being and resiliency through personalized coaching. Vanguard to Make Investment Changes Vanguard has announced it will lower costs, streamline investment options and enhance its target-date offer. 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