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September 28th, 2021 Information & Insights for the 403(b) Community Insurance Agents Charged With Duping California Educators Into Reinvesting Retirement Money The owner of a 403(b) plan administration firm and another insurance agent allegedly convinced educators to roll retirement plan money into an IRA to invest in the owner’s companies, which were in poor financial shape. BIPOC Employees Have Multiple Concerns About Retirement Allianz Life says a nuanced approach is necessary to help Black, Indigenous, Hispanic and Asian/Asian American employees achieve their goals. Ask the Experts Selecting a Normal Retirement Age in the Plan Document “I work with a new 501(c)(3) organization that is starting up a 403(b) plan. In my review of the adoption agreement for my recordkeeper’s plan document, it asks me to select a ‘normal retirement age.’ Does it make a difference what age I select? Our plan is 100% vested in all contributions.” Who’s Still Working for You?: ERIC In a series of articles, PLANSPONSOR is checking in with industry groups to see what work they have done, and will do, for retirement and health plan sponsors as the pandemic continues and beyond. Americans Increasingly Using Social Media for Help With Financial Decisions They are also more open to using new devices to manage financial accounts, including retirement accounts, a survey finds. 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