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

Selecting and Monitoring

So you’ve finally decided it’s time for a new recordkeeper. For the retirement plan committee, selecting a recordkeeper—really, all service providers for the plan—is an ongoing fiduciary duty. Here, experts discuss these and other issues that should be considered when selecting and monitoring your recordkeeper. Read more >

Tax-Exempt Retirement Plans Have Varying Focuses

Heather Lavallee from Voya spoke with PLANSPONSOR about the different issues tax-exempt plan sponsors are dealing with and how Voya is especially working with health care retirement plan sponsors. Read more >

Principal Introduces Plan Design Modeling Tool

In an effort to provide real-life retirement planning scenarios, Principal Financial Group announced the launch of its retirement modeling planner, designed to assess and improve retirement plan health and overall retirement readiness for 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

IRS Seeks Suggestions for Presentation

The Internal Revenue Service (IRS) is developing a presentation about the pre-approved plans opinion letter program and would like input about what to include. Last month, the IRS issued Revenue Procedure 2017-41, which sets forth the procedures for issuing opinion letters regarding the qualification in form of pre-approved plans under Sections 401, 403(a), and 4975(e)(7) of the Internal Revenue Code. Read more >

US SIF Offers Guide to Including Sustainable Investments in DC Plans

Along with practical tips and suggestions, the guide provides links to additional resources plan sponsors can leverage. Read more >

Morningstar Tool Weighs Investment and Billed Plan Expenses

Paul Ellenbogen, head of global regulatory solutions at Morningstar, says the latest cost benchmarking solution from his firm will supply “valuable baseline information when comparing a qualified plan with a possible individual retirement account (IRA) rollover.” Read more >

Break From the Grind: Many Regret Leaving a Former Job

Nearly one-quarter (23%) of workers polled said they have regrets about leaving their former job, according to a survey from staffing firm Accountemps. Sixty-three percent of workers would consider returning to a former employer, but it would take certain things for them to do so. Read more >

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

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

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