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July 18th, 2023 Information & Insights for the 403(b) Community Asset Diversification in DC Plans: Opportunity for Tremendous Growth, Study Finds If applied to all US target-date options, the incorporation of illiquid assets could represent $5 billion in additional net returns, according to a Georgetown University research report.   403(b) Suit Against Wake Forest Health Center Settled for $3.8M Settlement comes about two years after initial complaint of fiduciary negligence and excessive fees. Ask the Experts Can Participants Access Annuities If They Are Not Offered By the Plan? I read with great interest your Ask the Experts column on the difference between investment in an annuity and an annuity distribution from a 403(b) plan. We are a relatively new church plan sponsor that does not offer annuities at all in our 403(b) plan, either as investment options or as a form of distribution. Since we do not offer annuities in-plan, can our participants still avail themselves of an annuity option in retirement if they wish? Or are they out of luck? Senate Appropriations Committee Advances Funding for SECURE 2.0 Lost and Found The committee’s spending bill appropriates $14 million for the creation of a retirement account database. 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