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February 13th, 2024 Information & Insights for the 403(b) Community Retirement Incentives Disproportionately Benefit White, High-Income Workers The average contribution rate of Black and Hispanic workers is roughly 40% lower than that of white workers, according to MIT researchers analyzing a linked data set. How Sponsors Can Get the Most out of DC Plan Design Changes Annuities may be a hot topic, but sponsors can add the most value to plans by incorporating features like auto-enrollment and auto-escalation before they move to the heavy lifting. Ask the Experts Who Issues the W-2s for Private 457(b) Plans? Q: I read your Ask the Experts column indicating that the proper reporting form for a distribution from our 457(b) plan is a W-2, as we are a private, tax-exempt employer. Since the reporting form is a W-2, does that mean we, as the employer, are required to issue that document, as opposed to the recordkeeper for our 457(b) plan? Employees ‘Just Getting By’ and Stressed About Retirement, Emergency Savings A new SoFi at Work survey finds that employees are increasingly stressed about paying off debt and the rising cost of living, which is impacting their mental health and performance at work. Beyond the Basics: When and Why a Second Retirement Plan Committee Makes Sense Bigger organizations are more likely to need multiple standing or ad hoc groups to govern their plan or plans. 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