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August 20th, 2024 Information & Insights for the 403(b) Community IRS Offers Interim Guidance on Student Loan Matching Payments The notice is intended to help plan sponsors implement the match program, with plans for regulation offering further guidance to come. TDF Assets See Steady Climb Through July Simfund data show target-date-fund assets, popular in retirement plans, boosted in part by passive investment inflows. Ask the Experts Can a Plan Sponsor Waive Account Fees for Small Accounts? I work with an ERISA 403(b) plan in which we assess recordkeeping fees in the form of a flat dollar amount each year for each participant account. Such fees can slow the account growth of those just starting out on their retirement journey, as smaller account balances can have fees that exceed investment returns. Can we waive the fee for small accounts (e.g., $1,000 or less)? The Golden Anniversary of ERISA: Celebrating Progress and Charting the Future of Retirement Security As we mark the 50th anniversary of the law, it is an opportune moment to reflect on its profound impact on the American retirement landscape and consider the opportunities ahead. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 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