(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 13th, 2019

Looking at User-Friendliness of Recordkeeper Websites

The ability to manage future investment allocations on websites provided by recordkeepers is very important to retirement plan participants, but a study found participants can be confused by terminology and frustrated by design features. Read more >

Measuring the Success of Financial Wellness Programs

Incorporating sound measures of the effectiveness of financial wellness programs will allow plan sponsors to adjust them to address the varying needs of their workforce. Read more >

DOL Issues Fact Sheet on Retirement Benefits for Vets Returning to Work

The Uniform Services Employment and Reemployment Rights Act (USERRA) requires that returning service members, on reemployment, be treated as though they did not have a break in civilian employment for the purpose of participation, vesting and accrual of pension benefits. Read more >

Explaining the ‘New Normal’ for Interest Rates

“The new normal for interest rates simply means that retirement investors have to take more risk,” says Steve Foresti, CIO at Wilshire Consulting. Read more >
ASK THE EXPERTS
What Types of Contributions Can Be Characterized as Roths?
“A public higher education organization operates a governmental 401(a) plan, 403(b) plan, and a 457(b) plan. Roth contributions are not permitted in any plans, but the plan sponsor is considering doing so. What types of contributions can be characterized as Roth contributions? For example, the 401(a) plan has mandatory employee contributions that are “picked-up” as pretax contributions under 414(h); could they be characterized as Roth contributions? And what about the auto-enrolled 403(b) plan—can employee deferrals be defaulted to Roth unless employees elect otherwise?” Read more >

Nuveen Updates Portfolio Management Group for Two Funds

The Nuveen Real Estate Income Fund and Nuveen Diversified Dividend and Income Fund have updated their portfolio management teams. Read more >

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

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

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