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PLANSPONSOR BLINESs LOGO September 20th, 2022
Information & Insights for the 403(b) Community
US Workers Fear Exhausting Savings in Retirement
US Workers Fear Exhausting Savings in Retirement
U.S. employees have a more positive view of their overall well-being than employees in Europe, yet report feeling more intimidated by financial matters.
Personalization Is Key to Creating a Paycheck in Retirement
Auto-features won’t work in the decumulation phase of defined contribution plans, says Shlomo Benartzi.
Ask the Experts
What Qualifies as an ‘Immediate and Heavy Financial Need’ Under Hardship Withdrawal Rules?
“Do the Experts have a list of the types of expenses for which distributions are deemed to be made on account of an immediate and heavy financial need for our 403(b) plan under the hardship withdrawal rules? I have read different sources that list different expense types.”
Research Shows Retirement Confidence Gap Between Married and Unmarried Women
According to EBRI data, there is a stark gap in retirement preparation between married and unmarried women in the U.S.
DC Survey Now Open
For more than 20 years, PLANSPONSOR’s annual Defined Contribution Survey has provided benchmarking data for nearly 50 industries/business sectors and for 401(k), 403(b), and other DC plans, as well as nonqualified plans. Represent your industry and plan type by participating, and you’ll receive a free benchmarking report.
Webinar: What to Expect From a Retirement Plan Adviser
Join PLANSPONSOR and a panel of experts for a webinar on September 22 as they discuss what services advisers offer to retirement plans; how plan sponsors determine the role they want their advisers to play; and questions to ask when searching for a plan adviser. Panelists will also talk about the fiduciary roles advisers can take on for the plan and the relationship between advisers and plan providers.
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