(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 9th, 2016

Using Retirement Plan Design to Address Cognitive Ability

Financial advisers may have to deal with retired clients’ cognitive decline, but State Street Global Advisors (SSGA) contends there are things retirement plan sponsors can do to help participants prepare for retirement before their mental capacity begins to wear away.Read more >

TDF Market Complexity Brings Opportunity

The latest research from Cerulli Associates highlights the possibility of offering more than one target-date fund (TDF) suite within the defined contribution (DC) plan investment menu.Read more >
More parents surveyed by T. Rowe Price said they had money saved for their children’s college education than for their retirement.Read more >

Trinity Health Settles Church Plan Lawsuit

Trinity Health has entered into a settlement agreement to resolve claims in a lawsuit challenging its pension plans’ ‘church plan’ status under the Employee Retirement Income Security Act (ERISA).Read more >

Court Enforces 401(a) Plan’s Mandatory Arbitration Provision

The spouse of a deceased participant in the plan argued that the provision’s requirement that she share the cost of arbitration violated ERISA.Read more >

Upcoming IRS Employee Plans Compliance Unit Webcast

The Internal Revenue Service (IRS) is hosting a free webcast August 25 about the ongoing efforts of its Employee Plans Compliance Unit.Read more >

Are Governmental Plans Free From ERISA-Like Regulations?

“I was surprised to learn in your recent Ask the Experts column that governmental plans are always exempt from the rules of the Employee Retirement Income Security Act (ERISA). To me, ERISA is an important regulatory framework for corporate and other plan sponsors to follow that mandates that such sponsors be prudent in administering such plans. Are governmental plans free from ERISA-like prudence requirements?”Read more >

David Levine and David Powell, with Groom Law Group, and Michael A. Webb, vice president, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.

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

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