(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 29th, 2015

ICI Estimate Shows Fewer Retirement Assets in Q3

The Investment Company Institute reports about retirement plan assets by plan type.Read more >
“Can a 403(b) plan offer managed accounts?”Read more >

A Time for Education and Exchanging Ideas

This year’s PLANSPONSOR National Conference was very successful in addressing issues with which plan sponsors may be struggling, educating about trends to help some catch up to their peers and improve participant outcomes, and providing forward-thinking ideas to present to retirement plan committees. Preparations for the 2016 conference are underway.Read more >

IRA Rollovers Won’t Slow Post Fiduciary Reform

In a new report, Cerulli Associates explores the impact the Department of Labor’s proposed conflict of interest rule may have on future rollovers to IRAs.Read more >

Mobile Transaction Capabilities Increasingly Available

Mobile transaction capabilities from retirement plan providers have gained much traction over the last few years, according to a new report from Corporate Insight.Read more >

Illinois Idea to Tax Retirement Income Gets Pushback

With the state’s deficit growing, Illinois lawmakers trying to establish a budget are batting around the idea of taxing retirement income.Read more >

Sponsored message from PNC Vested Interest

PLANSPONSOR interviews Michael Patch and Keith Vukmir
Alison Cooke Mintzer, Editor-in-Chief for PLANSPONSOR, interviews Michael Patch, Director of Relationship Management, and Keith Vukmir, Director of Development, at PNC Retirement Solutions. Patch and Vukmir discuss zero revenue share funds.Read more >

Want to Weigh In on Providing SARs to Participants?

OMB is asking for comments about the necessity of providing ERISA-required Summary Annual Reports to participants, the amount of burden it creates for responders and how to improve the reporting.Read more >

GASB Issues New Standards for Governmental Plans

The Governmental Accounting Standards Board (GASB) has made good its promise to issue Exposure Drafts proposing accounting and financial reporting guidance related to fiduciary activities, certain asset retirement obligations, and pension issues.Read more >

At What Temperature Should the Office Thermostat Be Set?

One in five workers has argued with a coworker about office temperature, and the wrong temperature can lead to lower productivity, a survey finds.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

Advertising: advertise@strategic-i.com

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