(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 3rd, 2017

Agencies File Brief in Support of Church Plans

In a brief filed in the U.S. Supreme Court, several federal agencies argue that their longstanding interpretation of the definition of church plan reflects the natural reading of the statutory text, and their interpretation warrants deference. Read more >

Plan Sponsors Must Carefully Look 'Under the Hood' of TDFs

With different underlying allocations and fee structures, it is up to plan sponsors and their supporting advisers and consultants to select the proper target-date fund (TDF) approach for their participants’ unique preferences and needs. 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

Gen Xers, Baby Boomers Feel Need to Save More for Retirement

Among those who report having little in retirement savings, 59% say they don’t have enough or make enough money to save, while nearly one-quarter (24%) indicate they plan to rely on Social Security. Read more >

Empower Launches QDIA That Matures as Participants Do

Defined contribution (DC) plan participants are first put into a TDF, then upon certain triggers, moved to a managed account. Read more >

Specialized Education Can Engage More Hispanics With Retirement Plans

Principal created the Hispanic Market Program to provide specialized retirement education for employers with large Hispanic workforces. Read more >

Financial Finesse Offers Guide for Financial Wellness Programs

Liz Davidson, founder and CEO of Financial Finesse, says there is a need for an established set of standards. Read more >

Behind the Process of Implementing a State-Run Plan for Private-Sector

A number of states have approved initiatives for state-run plans for private sector employees. Once approved, what is the process to get these plans to implementation, and how long does it take? Read more >

DOL Fiduciary Responsibilities Seminar Coming to Phoenix

The seminar will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan. Read more >

Mercer Offers 2017 Social Security and Medicare Guides

The booklets deliver simple explanations of these programs, recent changes, and cost and benefit amounts for 2017. Read more >

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

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

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