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September 14th, 2021 Information & Insights for the 403(b) Community Defined Benefit vs. Defined Contribution: Understanding the Costs of Each There are instances where a DB plan is the more cost-effective option, but experts say the trend of lower DC plan fees could be a game-changer. Retirement Reforms Included in Key House Committee Budget Language Legislation drafted as part of the Congressional budget reconciliation process includes a broad mandate for employers to offer retirement plans, along with language promoting guaranteed retirement income investments. Ask the Experts Crediting Service for Plan Participants Covered Due to Acquisition “We are a 501(c)(3) health care organization that recently acquired another 501(c)(3) health care organization, which is not part of our controlled group. We plan on covering the employees of the acquired organization, but how do we treat the pre-acquisition service of these employees?” Considering the Arguments for and Against Actively Managed Funds in DC Plans The debate continues following a recent publication from the CFA Institute Research Foundation which asks, ‘Is active management worth it?’ US SIF Releases Tips to Implement Sustainable Funds As more participants express an interest in ESG investing, US SIF recommends steps plan sponsors can take to add the investments to retirement plans. 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