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September 2nd, 2025 Information & Insights for the 403(b) Community Vanguard, Empower Settle for More Than $25M With SEC After Adviser Compensation Disclosure Failures The commission accused the two companies of providing misleading statements and alleged they failed to disclose conflicts to retail and retirement plan investors.  Bipartisan Federal Bill Introduced to Help Veterans Save for Retirement  The legislation would allow certain military retirees and disabled veterans to continue contributing to their Thrift Savings Plan accounts after separating from the service.  Ask the Experts How Do 403(b) Plans Treat Loans When a Participant Requests a Distribution? Q: We work with an ERISA 403(b) plan which allows for loans. What happens to the loan when a participant requests a distribution of his/her account balance? The DOL Transitions to Paperless Checks  The change will be effective September 30, according to a notice published in the Federal Register.  Reaching a ‘Mobile’ Workforce LearnLux and Messer Construction Co. partnered to cultivate financial wellness for frontline and dispersed workers. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2026 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