Friday, July 25th, 2025 A topical newsletter from PLANSPONSOR 403(b) Retirement Plans A review of issues and trends affecting the investment and operation of 403(b) plans and how they are changing. SPONSORED AD Investing Pending Bill Brings CITs Closer to Reality for 403(b) Plans Industry proponents expect the legislation would lower costs and broaden investment menus for sponsors and participants. Administration SECURE 2.0 Delivers a Mixed Bag to the 403(b) Arena More than two years after passage of the SECURE 2.0 Act of 2022, advisers are beginning to see the effects of key provisions on their 403(b) clients. Benefits What Can the DC Universe Learn From Annuities in 403(b) Plans? It’s Complicated The products are complex for various reasons, but recent regulatory changes and potential demand are expected to continue driving plan sponsor adoption. Opinions To Level the Retirement Playing Field, Expand CIT Access to 403(b) Plans Bringing collective investment trusts to 403(b) participants could generate another $500 million annually in retirement wealth, a Vanguard research executive writes. Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight 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