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February 11th, 2025 Information & Insights for the 403(b) Community Bills to Allow CITs in 403(b) Plans Reintroduced in House, Senate The Retirement Fairness for Charities and Education Institutions Act of 2025 was reintroduced by a bipartisan group of senators and representatives on Wednesday. SECURE 2.0: What’s Effective This Year and What Plan Sponsors Need for 2026 While implementing SECURE 2.0 provisions effective 2025, plan sponsors prepare for a big change next year. Ask the Experts Will Plan Sponsors Need New Catch-Up Deferrals for High Earners in 2026? Q: Currently, though we have Roth deferrals available, none of our employees who utilize catch-up elections currently utilize Roth for any deferrals. Since our salary deferral elections remain in effect until revoked, I am concerned that our deferral elections will be out of compliance for those with FICA wages exceeding $145,000 when the mandatory Roth catch-up provision takes effect next year. Will I need to obtain new salary deferral elections? Confirmation Hearing Date Announced for Secretary of Labor Nominee Chavez-DeRemer Meanwhile, government employee unions and labor groups filed a lawsuit seeking to block Elon Musk’s efficiency organization from accessing DOL systems containing sensitive information. Vanguard Announces Fee Reductions Across 87 Funds According to the firm, the reduction, which applies across 168 share classes, is its largest fee cut to date. 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