(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 2nd, 2019

The Importance of Getting Beneficiary Designations

Not having proper beneficiary designations on file can create a difficult situation for plan sponsors, and with the use of automatic enrollment, fewer participants are revealing their beneficiaries. Read more >

Court Decides Medical Center Plan is a Church Plan Under ERISA

Citing the Supreme Court decision regarding church plan cases and using a three-part test, a federal judge found the St. Elizabeth Medical Center Employees’ Pension Plan falls under the Employee Retirement Income Security Act (ERISA) exemption for church plans. 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

An Investing Strategy to Improve Church and Public DB Plan Funding

Currently church and public defined benefit (DB) plans focus more on returns, and their funded status is lower than for corporate plans, River & Mercantile notes in a report. Read more >

Firms Team Up to Offer New Student Loan Repayment Benefit

The program allows eligible employees to reallocate shares of their retirement plan contribution and company match towards student loan debt. Read more >

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

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

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