(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 11th, 2017

2017 PLANSPONSOR National Conference

This year’s PLANSPONSOR National Conference (PSNC) will help you identify key priorities for retirement plan success and will cover topics relevant to plans of all types and sizes and across all areas of administration—whether you come from the finance or a human resources (HR) department, from an investment or an administrative committee. Register now! Read more >

DATAIR Gets Approval of 403(b) Pre-Approved Plan

The Internal Revenue Service (IRS) has issued an Advisory Letter to DATAIR Employee Benefits Systems approving its 403(b) Volume Submitter pre-approved plan document. The volume submitter format allows for the customization of language as may be necessary to meet the specific needs of clients, but remains within the pre-approved volume submitter program. The firm says it is designed to accommodate both ERISA and non-ERISA plans as well as church plans and plans for governmental entities. Read more >

Lifetime Income Disclosure Act Reaches Congress

Lawmakers on Capitol Hill are looking at the Lifetime Income Disclosure Act. This bi-partisan legislation would require employer-sponsored retirement plans to provide participants with an estimate of how much monthly income they could generate if they were to take all their retirement savings and purchase an annuity. Read more >
ASK THE EXPERTS
Rolling From a Governmental 457(b) to a 403(b)
We are a private tax-exempt health care organization that sponsors a 403(b) plan. One of our new physicians used to work for the state, and has a 457(b) plan balance. Can this physician roll her 457(b) balance into the 403(b) plan?” Read more >

Segal Names Public Sector Market Director

The Segal Group has named Andrew D. Sherman its new national public sector market director, effective May 1, 2017. Sherman has decades of industry experience behind him including 30 years spent at Segal. He currently manages the firm’s public sector consulting for its Boston and Hartford offices. Read more >

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

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

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