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December 3rd, 2024 Information & Insights for the 403(b) Community CIT Provider, Attorney Reps Press for 403(b) Access to CITs Great Gray trust and two law firms have sent letters to U.S. Senators pressing for them to pass a bill before the year is out. Make Your 2025 Plan Sponsor of the Year Nominations by December 31 The award recognizes plan sponsors that go above and beyond in their efforts to help participants with financial wellness and retirement security. Ask the Experts What Are the W-2 Reporting Requirements for 457(b) Private Tax-Exempt Plans? Q: In an Ask the Experts column from a few years ago, you outlined the Form W-2 reporting requirements for 457(b) distributions from private tax-exempt plans. Has anything changed since the publication of that column? Employers Must Attest to Removal of Gag Clauses by End of Year Under the Consolidated Appropriations Act of 2021, employers must attest that their contracts with service providers do not contain gag clauses or restricted access to health plan claim data. Transamerica Survey Reveals Shifting Priorities for Retirees Retirees are prioritizing community and affordability of housing in a post-pandemic economy, according to the survey. 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