(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 19th, 2017

Nonprofit Plan Sponsors Still Confused About Fee Levelization

The Plan Sponsor Council of America (PSCA) 2017 403(b) Snapshot Survey shows fairly strong knowledge among plan sponsors of the most important industry terms and trends. However, a number of key terms commonly present difficulty—in particular the terminology surrounding “revenue sharing,” “fee levelization,” “fee policy statements,” and “3(21) vs. 3(38) advisers.” Read more >

What to Know About Adding Religiously Compliant Funds to a Retirement Plan

Participants’ desire to invest according to faith-based principles can be a tricky proposition for employers that manage a retirement plan. Read more >
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Worried About Tax Reform
“I have received so many emails etc. on tax reform, including articles that conflict with each other, that I am on information overload! Should I be worried?” Read more >


Retirement Industry Enthusiasm for New Approaches in 2018

Two retirement industry thought leaders reflect on the year that was; both agree there is a tremendous opportunity to drive positive change in 2018. Might a “new” Pension Protection Act be on the horizon? Read more >

Mercer Suggests Top Priorities for DC Plan Sponsors in 2018

Mercer has identified what it says are priority areas of focus for defined contribution (DC) plan sponsors as they manage their plans and seek to enable participant success in a white paper titled “Top Priorities for DC Plan Sponsors for 2018.” “Plan sponsors that prioritize their goals and objectives strategically have the opportunity to both enhance participant outcomes and mitigate risks.” says Sarah Fitzmaurice, DC & Financial Wellness leader, Mercer. Read more >

Evolving Cybersecurity Landscape Pressures Plan Sponsors

Being fiduciaries under the Employee Retirement Income Security Act (ERISA), retirement plan officials are tasked with monitoring and managing cybersecurity risk as they invest participant dollars. As outlined in a new report from Corporate Insight, “Trends in Online Security: 1996 to Today,” this is no simple task, and it has grown markedly more complex in the last two decades as the role of big data technology has ramped up in the retirement industry. Read more >

VALIC Names New VP for West Coast Region

VALIC, a division of AIG’s Life and Retirement business, has named Chris Somers as vice president, business development, for the West Coast region. Read more >

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

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

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