(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 18th, 2017

Sharp Attention Needed To Interpret Retirement Plan Fee Data

Nearly all retirement plan industry professionals would agree in principle that improved access to investment fee data has helped plan sponsors and participants shift toward more cost-effective products and providers. However, even with huge amounts of data available, there is not very much simple or straightforward about retirement plan fee benchmarking. Read more >

Sponsors May Soon See New Share Class Recommendations

According to a new Morningstar report, the Department of Labor (DOL) conflict of interest reforms, while facing an uncertain future, have already promoted real change among advice and investment product providers working under the Employee Retirement Income Security Act (ERISA). In particular, Morningstar has measured a strong increase in the offering of two relatively new mutual fund share classes, known as “transactional” shares and “clean” shares. Read more >
ASK THE EXPERTS
Maximum Permissible Vesting Schedule for Employer Contributions
“What is the current maximum permissible vesting schedule for employer contributions to a retirement plan? And is it the same for base (discretionary) and matching contributions?” Read more >

Trump Signature Overturns DOL Rule for Government-Run Auto-IRAs

The president signed a resolution overturning a DOL rule regarding city and municipality retirement plans for private-sector employees. Read more >

DATAIR Hires ERISA Consultant for Document Compliance

Amy Cavanaugh has joined DATAIR Employee Benefit Systems as an ERISA Consultant in the Document Services area. With experience in the industry spanning back to 1979, she specializes in document compliance. The firm recently announced its pre-approved 403(b) plan document has been approved by the Internal Revenue Service (IRS). Read more >

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

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

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