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July 23rd, 2024 Information & Insights for the 403(b) Community FTC Scrutinizes Pharmacy Managers for Opaque Practices, Inflating Drug Costs An interim report alleges subsidiaries of conglomerates like Cigna, CVS and UnitedHealth pushed customers to more expensive medicine. Gen Zers Most Confident About Retirement, but Still Worry About Outliving Savings For the third consecutive year, BlackRock’s survey finds at least 60% of respondents from all generations say they are worried about outliving their savings in retirement. Ask the Experts How Do Plan-to-Plan Transfers Differ in Governmental and Private 457(b) Plans Q: I work with several 457(b) plans, both governmental and private tax-exempt. Are the plan-to-plan transfer rules for governmental and nongovernmental plans the same or different? I’ve received conflicting answers from different service providers on the subject. IRS Proposes Regulations for Changes to SECURE 2.0 RMDs The changes apply to annuities, Roth sources and spousal beneficiaries. 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