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July 26th, 2022 Information & Insights for the 403(b) Community 2022 Recordkeeping Survey - 403(b) Plans When it comes to 403(b) plans, there has been a trend toward modernization in recent years. TriHealth Excessive Fee Ruling Partly Remanded by 6th Circuit The short appellate ruling notes that new precedents have overtaken some of the debates in the case. Ask the Experts Are Retirement Plan Sponsors Still Required to File Form 8955-SSA? "Haven’t heard much about Form 8955-SSA lately. Are retirement plan sponsors still required to file it?" Helping Employees Prepare for Current and Future Health Care Costs Similar to the shift from defined benefit to defined contribution retirement plans, employees and retirees now need a plan for addressing health care costs. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox!

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