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June 24th, 2022 Information & Insights for the 403(b) Community K-12 Educators Prefer Advisers for Retirement Planning Educators who work with an adviser are nearly twice as receptive to learning about managing finances from social media as their peers who do not. EARN Act Clears Senate Finance Committee For the second time in a little more than a week, a key Senate committee has advanced an important piece of retirement plan reform legislation for a vote by the full chamber. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” PSNC 2022: Lessons From Litigation Employee Retirement Income Security Act lawsuits keep coming, as do loads of settlements. PSNC 2022: Plan Sponsor Cybersecurity Responsibilities Experts discussed what procedures plan sponsors can put in place and how to encourage participants to do their part in keeping data and accounts secure. PSNC 2022: Preparing for Regulatory Audits and Investigations One key takeaway from a panel discussion about DOL and IRS audits: the occurrence of an audit does not necessarily mean a plan is under suspicion of mistakes or wrongdoing. 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