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March 15th, 2022 Information & Insights for the 403(b) Community Responding to Health Care Workers’ Retirement Readiness Concerns As health care employees’ worry about outliving their assets, plan sponsors can help them prepare for income in retirement. 403(b) Plan Design Continues to Evolve Investment lineups have also changed, and fees have gone down. Ask the Experts Properly Correcting 402(g) Excess Deferrals “I am trying to find out about how to properly correct 2021 402(g) excess deferrals made to our 403(b) plan, but it appears that the Experts have not written on that subject in quite some time. Can you provide updated information in this regard?” Researchers Uncover Different Way to Encourage Retirement Savings Research examined the effects of establishing future dates as new beginnings and opportunities to save for retirement Plan Sponsors Have Various Methods to Improve Participant Outcomes In a new issue brief, the American Academy of Actuaries explains four categories of plan design features that might affect retirement outcomes, depending on the participant. 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