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February 27th, 2024 Information & Insights for the 403(b) Community Motivating Faculty, Staff to Save for Retirement Is Top Concern for Higher Ed Plan Sponsors Plan sponsors at higher education institutions expressed concerns over their participants’ retirement readiness, but many do not measure the performance of their plans, according to Transamerica research. TIAA In-Plan Retirement Income Option Reaches $30B Assets in RetirePlus jump to $30 billion from $10 billion in 24 months as demand grows for guaranteed lifetime income. Ask the Experts How Can a 402(g) Excess Deferral be Corrected? I want to properly correct 2023 402(g) excess deferrals made to our 403(b) plan, but it appears that the Experts have not written on that subject in a couple of years. Can you provide updated information? 2024 PS Webinar: SECURE 2.0 Catching Up with Catch-Ups Plan sponsors, recordkeepers and payroll providers face many challenges when it comes to implementing the SECURE 2.0 provision requiring certain catch-up contributions to be made on a Roth basis. PLANSPONSOR Roadmap: Financial Wellness Join PLANSPONSOR on March 7 for the insights and ideas needed to develop or update financial wellness programs for employees. You’ll hear from plan sponsors, advisers and other industry experts about successful financial wellness strategies, and you’ll come away with resources and checklists to guide you on your own journey of implementing important benefits.  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