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February 10th, 2026 Information & Insights for the 403(b) Community 2026 PS Webinar: Benchmarking Your Plan—Using Data to Stay Competitive Panelists discussed how benchmarking drives smarter plan design decisions. Lawmakers Introduce Bill to Simplify Form 5500 Reporting The bill would extend the deadline for filing to October 15 from July 31 and enhance the process for electronic filing of related information. Ask the Experts Can a Plan Participant Name a Charity as Beneficiary? Q: My organization is a 501(c)(3) charity that sponsors a 403(b) plan. A participant has asked if he can name our organization as a beneficiary of his account. Is this possible? What a PEP Changes — and What It Doesn’t — for Employers The Standard’s assistant vice president of retirement plan sales explains an employer’s responsibilities when joining a pooled employer plan.   Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2026 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