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October 31st, 2023 Information & Insights for the 403(b) Community Despite Savings Shortfall for Public Sector Workers, Automatic Options Yet to Catch On Research from the MissionSquare Research Institute shows that with defined benefit pensions not providing enough for full retirement, plan design could help participants save additional funds in defined contribution plans.    New House Speaker Mostly Unknown to Retirement Industry Industry advocates have very little to say about Mike Johnson, good or bad, but another budget showdown could reveal his priorities. Ask the Experts Who Gets to Set the Year for Section 415 Limit Purposes? Q: I just heard from my recordkeeper that, even though our 403(b) plan uses a calendar year for 415 limit purposes, that a plan participant can actually choose his/her own year for 415 limit purposes! Can this possibly be true? HSAs Still Have Room for Improvement, Morningstar Reports Despite the rapid growth of HSAs in recent years, providers can still do more to encourage HSA participants to use their accounts as investment vehicles. Don't miss your chance to participate in PLANSPONSOR's DC Survey! PLANSPONSOR’s annual DC Survey is closing soon. Be a part of the most widely used benchmarking data for the defined contribution retirement plan marketplace. Eligible plan sponsors that participate in the survey will get a free copy of an industry report that can be useful for plan benchmarking.   Register for Our Navigating ESG Livestream Event What is the current status of ESG investing for asset owners, plan sponsors and plan advisers? Who are the experts and where can investors go for information? What questions should investors ask as part of their due diligence? These questions and more will be discussed at the 2023 Navigating ESG Livestream event on November 8.  Register here.    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 300, Rockville, MD 20850