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May 7th, 2024 Information & Insights for the 403(b) Community NAGDCA Highlights CITs in 403(b)s and Roth Rollovers as Key Legislative Priorities NAGDCA also listed delayed implementation dates and the creation of a National Retirement Security Month. How Self-Auditing the Retirement Plan Prevents Compliance Issues Down the Line The Department of Labor found many violations in retirement plan audits last year, likely because plan sponsors were not regularly self-auditing plan operations. Ask the Experts How to Determine if Your Plan Is a Small Plan? Q: I read with great interest your Ask the Experts column on the new participant counting rules for Form 5500 reporting purposes. With the commencement of these new rules beginning with 2023 returns, does the old 80-120 participant rule still apply? If so, how does it interact with the new counting rules? The Retirement Income Dilemma Retirement income is top of mind for many these days, but too often, the conversation focuses solely on products, instead of on creating and articulating a retirement income philosophy. Investment Menu Design Under DOL’s Retirement Security Rule Supporters of the rule argue that plan fees should fall, especially for smaller sponsors. 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