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April 22nd, 2025 Information & Insights for the 403(b) Community Supreme Court Revives Cornell 403(b) Plan Lawsuit Cornell employees can once again challenge the university over claims of excessive recordkeeping fees in the school’s defined contribution plans.  Debt Burdens Can Delay Retirements Research finds that Generation X, Baby Boomer Americans are stressed about their debt, which impacts their ability to retire. Ask the Experts Why Was DC-Roth Income Limit Part of 2025 Notice, When It Is Not Effective Until 2026? Q: I was recently reviewing IRS Notice 2024-80, which announced the indexed retirement plan limits for 2025. I was confused, since the indexed compensation threshold for determining whether an individual’s catch-up contributions to a 401(k), 403(b) or governmental 457(b) plan must be Roth was listed in this notice as remaining as $145,000. Isn’t this limit effective in 2026? If so, why is it listed in a notice outlining 2025 limits? 2025 DC Survey: Plan Benchmarking Sponsors can use the report to compare their plan features and governance with peers’, for self-assessment and self-improvement. Fiduciary Education A review of who plan fiduciaries are, what is required of them, and the range of issues about which they should be educated. 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