(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 26th, 2019

Analysis Shows Importance of DC Plan Fund Menu Monitoring

An analysis from Morningstar suggests monitoring defined contribution (DC) plan fund menus can have a positive impact on performance, and investment management providers weigh in on how to determine when a fund change is needed. Read more >

Settlement Details Provided in Vanderbilt 403(b) Plan Lawsuit

Aside from monetary relief, the settlement calls for Vanderbilt to issue a request for proposals (RFP) for a new recordkeeper and stipulates factors to consider when evaluating funds in the 403(b) plan’s investment menu. 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

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HSAs Shine Brightly in the Retirement Savings Universe

In the universe of retirement options, there are a lot of stars-401(k), 403(b), 457s, IRAs, and Roth IRAs. While each of these retirement savings options offers its own distinct advantages, shining brightest among them in the retirement stratosphere is the often-overlooked HSA. Read more >

IRS Announces Important Changes to Correction Programs

An IRS Revenue Procedure expands self-correction methods for certain retirement plan document and retirement plan loan failures and provides a new method of correction by plan amendment. Read more >

5 Time-Tested Guidelines for Effectively Managing Retirement Plans

Diane Wasser, with EisnerAmper LLP, discusses basic best practices or recommendations that are often overlooked, which can lead to deficiencies in retirement plan management. Read more >

IRS Seeks Recommendation for Guidance Priorities

The Department of the Treasury and the IRS use the Priority Guidance Plan to identify the next tax issues that should be addressed through regulations, notices and other published administrative guidance. Read more >

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Boosting the effectiveness of retirement plan communications

Cutting back on jargon and delivering communications where participants want them can help put employees on the right track. Read more >

Council Recommends Reissuance of Retirement Plan Fidelity Bond Rules

The ERISA Advisory Council explains that it is making this recommendation because it found evidence of noncompliance, especially in the small plan market, with the Employee Retirement Income Security Act (ERISA) requirement that retirement plans are to be covered by fidelity bonds. Read more >

It’s Not Just Millennials and Women Interested in ESG Investing

Research from Morningstar finds most investors, across ages and genders, have clear preferences for environmental, social and governance (ESG) investment products, but another study suggests education is needed for them to actually invest in line with their beliefs. Read more >

More Employers Embracing Student Loan Debt Programs

Among the nearly one-third that are, they are more likely than others to have measured their employees’ financial wellness. Read more >

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

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

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