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January 24th, 2023 Information & Insights for the 403(b) Community Rules for Sponsor Self-Correction Broadened by Both SECURE 2.0 and DOL Proposal The DOL made a proposal to expand the VFCP in November 2022, and SECURE 2.0 also made changes to IRS and DOL corrections programs. Continuous Improvement The 2017 403(b) Plan Sponsor of the Year exceeds its own success. Ask the Experts How Does SECURE 2.0 Affect The Due Date for SECURE and CARES Act Plan Amendments? I read your recent Ask the Experts column on the due date for SECURE and CARES Act plan amendments. Has any of this changed, now that the SECURE 2.0 Act has become law? Key Actuarial Changes for Public Pension Plans in 2023 The Actuarial Standards Board approved changes for public pension plans’ investment portfolio risk assessments, disclosures of employer contributions and investment gain/loss analyses.   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