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October 26th, 2021 Information & Insights for the 403(b) Community Older Participants Are Increasing Exposure to TDFs EBRI and ICI research finds the largest net movement toward target-date fund use over the period studied occurred among consistent 401(k) participants ages 40 and older. IRS Addresses Labor Shortages With FAQs About Rehiring Retirees The agency has issued two FAQ documents addressing pension plan rules when rehiring retirees and says federal departments are holding webinars to address staff shortages in public school systems. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” Deemed Distributions Can Be Triggered by More Than Just Loan Nonpayment The IRS reminds retirement plan sponsors of rules that, if broken, can result in loan amounts being deemed distributions. The Problem of ‘Narrow Framing,’ and Its Impact on Retirement Shlomo Benartzi, professor emeritus at the University of California, says giving employees a holistic view of their financial lives helps them effectively allocate income. 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