(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 21st, 2018

Editor’s Note: We wish everyone a happy holiday, and (b)lines will be back in your inbox Friday, December 28.

Mercer Sets Goals for DC Plans for the Coming Year

Mercer has issued a white paper laying out goals for defined contribution (DC) plan sponsors for 2019. The priorities are centered around three key themes: secure your foundation, achieve greater prosperity and inspire confidence. By “secure your foundation,” Mercer means that it is imperative for plans to have a strong governance framework in place. By “achieve greater prosperity,” Mercer urges sponsors to improve participant outcomes. And by “inspire confidence,” Mercer is calling on plans to address individual needs. Read more >

Most Retirees Say Employers Did Nothing to Help With Retirement Transition

Both retirement plan sponsors and employees can learn lessons from the experiences recounted by retirees surveyed by the Transamerica Center for Retirement Studies. 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

Bill Would Allow Use of Retirement Plans to Provide Student Loan Repayment Benefits

The Retirement Parity for Student Loans Act would permit 401(k), 403(b), and SIMPLE retirement plans to make matching contributions to workers as if their student loan payments were salary reduction contributions. Read more >

Senators Cardin and Portman Offer Another Broad Retirement Reform Bill

Among some 50 other provisions aimed at improving retirement readiness in the U.S., the bill substantially increases the tax credit under current law for small businesses that adopt a new qualified retirement plan. Read more >

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

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