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March 5th, 2024 Information & Insights for the 403(b) Community LIMRA, SPARK Institute Join Forces to Fight Fraud in Retirement Plans The organizations plan to conduct research and educate plan sponsors and participants on fraudulent activity in retirement plans to increase awareness of the rampant issue. EBRI Report Estimates At Least 21.9M Workers Will Be Eligible for Saver’s Match Qualified recipients will be able to collect up to $1,000 in federal matching retirement plan contributions, starting in 2027. Ask the Experts How Do Small-Balance Cash-Outs Work Across Multiple Plans? Q: We have a 401(a) plan and a 403(b) plan, both of which automatically cash out small balances less than $7,000. Is the $7,000 threshold per plan, or must both of our plans be aggregated for this purpose? Funding for 100 Largest US Public Pension Plans Dropped in January Milliman reports that investment performance in January ranged from a loss of 1% to a gain of slightly more than 1%. 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