(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 22nd, 2019

DC Plan Averages Don’t Tell the Whole Story

It’s important to know how different employee groups are benefitting from a defined contribution (DC) plan so unique issues can be addressed. Read more >

U.S. Supreme Court Denies USC Petition to Review Motion to Compel Arbitration

The denial leaves in place an appellate court’s decision that claims in a lawsuit against the University of Southern California fell outside the scope of arbitration agreements signed by plaintiffs in the case, so the lawsuit over two of the university’s retirement plans may proceed. Read more >

Bill Introduced to Help Employers Offer Student Loan Repayment Benefit

The legislation would permit employers to contribute up to $5,250 tax-free to their employees’ student loans. 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

DOL’s Next Fiduciary Responsibilities Seminar Heading to Portland

In addition, the agency is holding a three-day webcast series in March. Read more >

Lawmakers Ask GAO to Examine Cybersecurity of Retirement System

A letter to Gene Dodaro, Comptroller General of the U.S. Government Accountability Office (GAO), identifies 10 questions federal lawmakers would like the GAO to answer, following its examination. Read more >

AXA Launches Asset-Allocation Program for 403(b) Plans

AXA Equitable Life has announced the availability of Semester Strategies, a new asset-allocation investment program designed for K-12 403(b) retirement plan participants. Semester Strategies is said to combine an asset-allocation plan commonly found in target-date funds (TDFs), with some downside market protection and the financial guidance of a licensed professional. Read more >

Industry Consultant Moves to SageView

Brian Mahoney joined SageView Advisory Group as a retirement plan consultant in its Boston, Massachusetts office on January 14. The Boston team supports 78 client relationships with more than $12 billion in assets under advisement in both 401(k) and 403(b) plans, defined benefit (DB) and nonqualified plans. Read more >

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

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

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