view in browser | plansponsor.com

December 10th, 2024 Information & Insights for the 403(b) Community Fidelity Highlights Auto-Portability as Way to Combat Cash-Outs in Q3 Report The firm also reported record account balances in 401(k) and 403(b) accounts.  Help Us Identify the Best Retirement Plan Advisers in the Country! If you work with or know of a great plan adviser or plan adviser team, please help us recognize the best in the business by nominating them for the 2025 PLANADVISER Retirement Plan Adviser of the Year awards before January 10. Nominations are now being accepted in seven categories. Only nominations from plan sponsor clients will be accepted for the Plan Sponsor Service, Plan Participant Service and 403(b) Plan Service categories. Ask the Experts How Do True-Up Contributions Work? Q: What is a true-up contribution? IRS Issues 2024 Required Amendment List for Qualified and 403(b) Plans Plan sponsors of qualified plans and 403(b) plans may need to make plan amendments to comply with tax law. Rothification, AI Advancements Among Expected Retirement Plan Trends for 2025 The head of institutional investor advice at Vanguard shares her predictions for retirement plan trends next year. 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