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March 14th, 2023 Information & Insights for the 403(b) Community Judge Rejects Mitre’s Efforts to Dismiss ERISA Lawsuit The Massachusetts-based federal judge has advanced the lawsuit and ordered a scheduling conference for April.    What the Potential Shutdown of Biden’s Loan Forgiveness Plan Could Mean for Plan Sponsors Student loan repayment will likely resume later this year, providing even more reason for plan sponsors to offer student debt benefits to employees. Ask the Experts What Does SECURE 2.0 Say About Participants Replenishing an Emergency Savings Account? For the new Emergency Savings Accounts (ESA) I realize that contributions are limited to $2,500 unless the plan sponsor elects a lower limit. But do distributions impact this limit? In other words, could a participant replenish his/her ESA once he/she has taken a distribution? Empower Expands Wealth Management Offerings New services will include combining, monitoring, and advising wealth across investments, including workplace retirement plans. SECURE 2.0 Webinar Series Tomorrow Join PLANSPONSOR, PLANADVISER and a panel of industry experts on March 15, as they review SECURE 2.0 provisions related to employee financial wellness; ways plan sponsors can implement new benefits, and how advisers can help them; and how to determine the best benefits for a plan sponsor’s unique employee group.  Plan Progress Webinar: Retirement Income Join PLANSPONSOR on March 16 for the first Plan Progress webinar of 2023, featuring a conversation with researchers from DCIIA about the characteristics of different retiree segments, how they spend in retirement, their preferences for retirement income and how plan sponsors can use the information as they search for the right plan provider. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 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