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September 30th, 2025 Information & Insights for the 403(b) Community DOL Clears AllianceBernstein Lifetime Income Strategy for Use as QDIA The advisory opinion could lead to greater adoption of annuity products. How 403(b) Plans Are Addressing the Provisions of SECURE 2.0 2 advisers to the plans share observations from the field—some provisions have been much easier to adjust for than others Ask the Experts Should Plans Add In-Plan Roth Conversions Before Roth Catch-ups Begin in 2026? Q: Our 403(b) plan currently allows for Roth contributions, but not conversions. Our recordkeeper informed us that it may be prudent to add a Roth conversion feature at the present time due to the implementation of mandatory Roth catch-up in 2026. We do have employees who will be affected by the new Roth catch-up requirement. Does adding a Roth conversion feature make sense in light of this new provision? Judge Allows National Rural Electric Cooperative Fiduciary Breach Case to Continue Participants of the retirement plan alleged years of financial mismanagement and self-dealing in NRECA’s 401(k) Pension Plan. PLANSPONSOR Roadmap 2025 Livestream Series: Retirement Income REGISTER TODAY: Join expert panelists s exploring the use of retirement income products and their availability for defined contribution plans. Sessions begin October 8.  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