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Information & Insights for the 403(b) Community
2021 Participant Survey
2021 Participant Survey
The PLANSPONSOR Participant Survey examines the attitudes and behaviors of American workers participating—or not—in an employer-sponsored retirement plan. It gathers data about savings rates, employer expectations and confidence levels, among other measures.
Mistakes Happen
Common errors that occur and how the EPCRS helps to correct them.
Ask the Experts
with subject line “Ask the Experts.”
Governance Basics Every Plan Sponsor Should Know
Mindy Zatto and Leslie Olds, with Strategic Benefits Advisors, discuss retirement plan committee structure and the importance of focusing on more than just investments.
A Pro-ESG Framework That Could Finally Stick
Now that industry experts have had some time to digest the DOL’s new proposal regarding the use of ESG investment factors by retirement plan fiduciaries, many seem to like what they see.
Fund Fees Continue to Decline
Fees fell for active as well as passive funds in 2020, but investors pay more for sustainable investments than traditional ones, Morningstar has found.
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