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April 4th, 2023 Information & Insights for the 403(b) Community 2022 DC Survey Standouts Named 13 firms received the highest marks when, nationwide, sponsors of defined contribution plans answered questions about their satisfaction with recordkeeping providers, in the 2022 PLANSPONSOR Defined Contribution Survey. Learn which service providers are being recognized. Measuring the Impact of Financial Wellness Programs It is challenging for plan sponsors to measure the effectiveness of financial wellness programs, but new approaches are being developed. Ask the Experts Are Tax-Exempt Employers Eligible for Secure 2.0 Credit for Starting a Retirement Plan? Q: Do you know if the Secure 2.0 Act of 2022’s credits for small employer retirement plan start-up costs apply to tax-exempts? Employers Grossly Overestimate Employee Well-Being, Annual Study Shows Employees’ long-term job satisfaction has trended downward as the gap between employee and employer perception of well-being yawns wider, MetLife found. 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 300, Rockville, MD 20850