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October 12th, 2021 Information & Insights for the 403(b) Community K-12 Public School Employees Need Retirement and Financial Planning Help Personalized, holistic financial education through various mediums can make up for the one-on-one provider meetings they were used to before the pandemic hit. Plan Sponsor of the Year Nominations Opening Soon We are in the process of moving to a new platform for taking Plan Sponsor of the Year nominations, but they will open soon. Please stay tuned to NewsDash for the announcement. Ask the Experts 403(b) Account Rollover for Non-Spouse Beneficiary “Can a non-spouse beneficiary of a deceased employee who participated in a 403(b) plan roll over account assets to an IRA tax free?” More From Washington and the Courts 403(b) universal availability requirements; uncashed checks; Form 5500 filing for plans adopted retroactively; and more. Who’s Still Working for You?: Business Group on Health In a series of articles, PLANSPONSOR is checking in with industry groups to see what work they have done, and will do, for retirement and health plan sponsors as the pandemic continues and beyond. 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