(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 22nd, 2017

Why You Need To Keep Minutes

Taking and retaining good committee minutes is vital to protecting yourself as a fiduciary. Read more >

Essentia Health Excessive Fee Suit Survives Motion to Dismiss

Participants allege the company should have allowed a single recordkeeper to service its traditional defined contribution (DC) plan and its 403(b) plan—and that it permitted excessive fees by paying for distinct administrative services for each. Read more >

Who’s Working for You?: ARA

In a series of articles, PLANSPONSOR is profiling industry groups that work for retirement and health plan sponsors to protect them from onerous burdens and help them with plan design and administration. In this article we profile the American Retirement Association (ARA). Read more >
ASK THE EXPERTS
Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@strategic-i.com with Subject Ask the Experts


Voya Extends Framework Retirement Program to Tax-Exempt Market

Framework, the mutual-fund based retirement program by Voya Financial, is now available to plan sponsors across all full-service retirement plan markets served by the firm. These include sponsors servicing 403(b) and 457(b) qualified retirement plans for government, health care, non-profit and higher education employers, as well as those running non-qualified plans. Read more >

Lincoln Retirement Plan App Available on Apple Watch

Participants can check their account balances and view their retirement income projection, as well as see their asset allocation and three most recent transactions on the watch. Read more >

FutureFuel.io Aims to Bring Student Loan Refinancing to the Mobile Age

The firm has expanded its platform and initiated new partnerships to help employers easily roll out student loan refinancing as an employee benefit. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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