(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 27th, 2019

Plan Sponsor Due Diligence During Recordkeeper Acquisition

Whether or not it’s by issuing an RFP, sources agree that plan sponsors whose recordkeeper is being acquired or merged with another should do some investigating into the changes that may occur.Read more >

2019 PLANSPONSOR Defined Contribution Survey Open

Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest and most important research project of the year, but we need your help for it to be a success. Please consider responding by the September 27 deadline.Read more >

Newly Sanctioned Auto Portability Solution Could Boost Retirement Savings by Trillions

EBRI projects the present value of additional accumulations over 40 years resulting from all terminated participant balances being automatically moved to their new DC plan is nearly $2 trillion.Read more >
What Plan Types Count for Elective Deferral Limits?
“I know we must be very careful when onboarding new employees to our 403(b) plan that they have not made any 401(k) or 403(b) elective deferrals to plans of their prior employer, since those would count against what they could defer to our plan in the same calendar year. Are there any other types of plans that would limit the employee’s elective deferrals as well?”Read more >

There Is Room to Improve Recordkeeper Websites for Plan Sponsors

Seventy-six percent of plan sponsors interviewed by Corporate Insight say they view the plan sponsor website either as very or extremely important in relation to their responsibilities to the plan.Read more >

Plan Sponsors Should Watch for Unintended Consequences of Defaults

A research paper warns that changing to a default fund that is preferred by more employees may lead people to be less well-prepared for retirement.Read more >

Debt, Homeownership Driving Participants to Withdraw Retirement Funds

Data about retirement plan participant loans and hardship withdrawals supports the need for better financial wellness programs, especially for Millennials and Gen Xers.Read more >

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

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