(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 13th, 2018

Former Committee Members Not Free from Church Plan Challenge

Former committee members for the pension plan of St. Elizabeth Medical Center moved to have themselves dismissed from a lawsuit challenging the church plan status of the pension plan, but a federal judge declined to dismiss them from a count regarding funding of the plan. Read more >

The Benefits of the OCIO Model

Shifting responsibility of investment decision making to a discretionary manager offers a host of benefits to defined benefit plan and defined contribution plan sponsors, such as cost savings and better returns—benefits that trickle down to participants. 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


What Plan Sponsors Need to Know About DC Plan Cybersecurity

Retirement plan sponsors that take cybersecurity seriously are less likely to see their participants’ assets and personal information affected by a successful cyberattack. Read more >

Propriety TDFs Continue to Dominate QDIA Market

Despite an ongoing plan sponsor investment unbundling trend, the majority of target-date fund (TDF) providers continue to construct their TDF portfolios using proprietary funds as the underlying investments. Read more >

Voluntary Benefits Increasingly Offered to Help Employees With Financial Issues

Education benefits that address rising student loan debts and parents saving for children’s future college cost are financial well-being benefits that are gaining traction. Read more >

Vanguard Offers Framework for Establishing a Plan for Retirement

The framework helps retirees address basic living expenses, establish a contingency reserve, account for discretionary expenses, and structure a legacy. Read more >

Break From the Grind: Nest Egg May Go Farther Depending on Where You Live

GOBankingRates analyzed all 50 states on four factors to see which was best for retirees to stretch their retirement income. Read more >

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

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

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