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December 13th, 2022 Information & Insights for the 403(b) Community Public-Sector Workers Face Retirement Income Shortfalls Without Supplemental Savings National Institute on Retirement Security research finds pension plans alone often don’t provide retirement income adequacy for state and local government employees. Bipartisan Group Introduces Bill for Portable Federal Retirement Accounts Legislation would establish a new program to give eligible workers access to portable, tax-advantaged accounts. Ask the Experts Is There Any Update on Using CITs in 403(b) Plans? I read your Ask the Experts column from 2016 where you indicate that CITs, for the most part, could not be used in 403(b) plans. Any update on that? OK, but Seriously: Is SECURE 2.0 Going to Pass? If a budget passes, SECURE 2.0 will be attached to that bill. If a budget passes. Plan Progress Webinar: Student Loan Debt Benefits Join PLANPSONSOR and a panel of experts on December 15 to learn what options are available for student loan debt benefits, their structure and cost; how student loan repayment help fits into an employer’s overall financial wellness benefits; what communications employees need about student loan debt and saving for retirement, and more. 2023 Plan Adviser of the Year Nominations Are Open Do you work with or know of a great plan adviser or plan adviser team? 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