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April 18th, 2023 Information & Insights for the 403(b) Community Study Shows State-Built Retirement Programs Complement Private Plans New state-facilitated initiatives may boost private sector plans, not crowd them out, a Pew analysis of federal data shows. Plan Sponsors Seek Liquid, Portable Retirement Income Solutions Most plan sponsors hope their retirement income solutions provide a paycheck-like experience to participants, T. Rowe Price research found.   Ask the Experts Can a Mega Backdoor Roth Conversion Happen In-Plan? Some time ago, you wrote in an Ask the Experts column about the mega backdoor Roth strategy but made no mention that the strategy could be completed with an in-plan Roth conversion; instead, you focused on the rollover of assets to an outside Roth IRA. Was this omission intentional or an oversight? Clarity From Regulators is Key for Success in SECURE 2.0 Era SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANSPONSOR webinar. HSA Conference Gain a better understanding of health savings accounts, how to determine employees’ needs and how to evaluate the impact on the overall benefits spend. Join us April 19 – 20 for the virtual 2023 HSA Conference.  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