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May 10th, 2022 Information & Insights for the 403(b) Community New Bill Aims to Decrease Plan Costs for Small Businesses The bill would allow small businesses to pay plan design change expenses with plan assets. Extreme Market Volatility Demands Engagement Helping retirement plan participants navigate big market swings is a key part of ensuring long-term success—as is sticking to strategic and diversified asset allocations. Ask the Experts Frequency of Receiving Provider Fee Disclosures “I am a fiduciary of an ERISA 403(b) plan and don’t recall having seen a 408(b)(2) fee disclosure from my recordkeeper of late. Aren’t we supposed to receive these annually?” Protection of Retirement-Plan-Asset Rules Expands Recent court decisions have expanded on the bankruptcy protections provided to qualified retirement plan accounts under the Employee Retirement Income Security Act in some specific circumstances. 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 400, Rockville, MD 20850