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October 15th, 2021 Information & Insights for the 403(b) Community Employees Say Retirement Benefits Contribute to Financial Wellness The benefits that employers already offer help employees feel financially secure, but many workers have a strong interest in assistance with building emergency savings, a study finds. New Complaint Targets TIAA’s Managed Account Rollovers Earlier this year, the firm settled similar charges from the SEC and the New York attorney general accusing it of making inaccurate and misleading statements to rollover clients. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” Government Announces 5.9% Social Security Boost in 2022 Many millions of Americans drawing core Social Security benefits and Supplemental Security Income payments will see their benefits grow substantially next year. DOL Proposes New Rule on ESG Investing in Retirement Plans The agency says the proposal seeks to emphasize that climate change and other ESG factors can be financially material and that considering these elements can lead to better long-term risk-adjusted returns. 2021 HSA Review: Plan Sponsor Duties With Regard to HSAs Experts shared what responsibilities employers have for their HSA benefit and what actions can trigger ERISA governance of it. 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