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October 29th, 2024 Information & Insights for the 403(b) Community Make Your 2025 Plan Sponsor of the Year Nominations by December 31 The award recognizes plan sponsors that go above and beyond in their efforts to help participants with financial wellness and retirement security. Agilis Launches Lifetime Income Tool PensionBuilder Plan sponsors can provide access to the product outside of their plans, with Agilis taking on the bulk of the fiduciary duty of selecting the best insurance providers available.  Ask the Experts Which Long-Term, Part-Time Employees Can Be Excluded From a 403(b) Plan? Q: I read in a recent Ask the Experts column that student employees who could previously be excluded from an ERISA 403(b) plan could still be excluded, even if they would otherwise qualify as long-term, part-time employees under ERISA. Does the same type of exclusion apply to employees who previously could be excluded from an ERISA plan because they normally work fewer than 20 hours per week? DOL Advisory Group Continues Discussion of QDIA Decumulation Guidance The ERISA Advisory Council members are reviewing proposed recommendations about defaulting participants into a retirement income product. Center for Retirement Research Announces Fellowship, Grant Opportunities The programs are funded by the Social Security Administration, and applications must be submitted by the end of January 2025. 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