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July 9th, 2024 Information & Insights for the 403(b) Community M&A Activity, Poor Service Quality Trigger Plan Sponsors to Switch Providers When dealing with employers going through a merger or acquisition, recordkeepers need to be flexible and offer a wide range of services, new research from Escalent finds. Chevron Reversal Could Affect Appeal of DOL’s ESG Rule Challengers of the rule that allows environmental, social and governance factors to be considered in investment decisions cited the overturning of Chevron.  Ask the Experts Who Is Eligible for Special Age 60-63 Catch-up Contributions? Q: I just turned 63 years of age, and I am an active participant in my company’s 403(b) plan. Will I be able to qualify for next year’s special age 60-63 catch-up election? California Adds High School Financial Literacy Requirement Lawmakers have presented retirement industry professionals a golden opportunity to help teachers instruct students about financial literacy and retirement readiness. 2024 PLANSPONSOR National Conference On Demand Recorded sessions provide valuable insights and education on plan administration and compliance, equipping plan sponsors with the knowledge needed to help employees achieve positive financial outcomes. 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