view in browser | plansponsor.com

April 11th, 2023 Information & Insights for the 403(b) Community DC Plan Sponsors Increased Focus on Cutting Fees, Protecting Against Litigation in 2022 Callan’s Defined Contribution Trends Survey revealed that plan sponsors had increased interest in DEI efforts and eliminating fees in 2022. New Hughes v. Northwestern Decision Could Mean More Litigation The 7th Circuit Court of Appeals finds reason to move two of three motions forward after Supreme Court review. Ask the Experts Does the SECURE 2.0 Student Loan Provision Require a Matching Contribution? Our 403(b) plan fiduciaries are interested in the new student loan repayment provision of the SECURE 2.0 Act, but we don’t currently have a matching contribution. Would we need to add a match to add this provision? Accelerated Retirement Plan Closings Put Pressure on Small Employers A Morningstar report reveals the pandemic caused defined contribution plan closings to spike and new plan creation to slow down.   HSA Conference Gain a better understanding of health savings accounts, how to determine employees’ needs and how to evaluate the impact on the overall benefits spend. Join us April 19 – 20 for the virtual 2023 HSA Conference.  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