(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 6th, 2018

2018 Plan Sponsor of the Year Finalists

You can find all of our 2018 finalists in each of nine categories on our Awards page. Read more >

Gen X Says Advice Would Be Helpful for Retirement Savings

Asked whether advice would be helpful in achieving various financial goals, 63% of Gen Xers surveyed by T. Rowe Price said it would be helpful for saving for retirement in a workplace plan. They would like advice to be flexible in terms of when they can access it, to be personalized to their particular financial situation, to fit into their work schedule, and to educate them about how best to achieve their financial objectives. Read more >

Concerns and Priorities Competing for Plan Sponsors’ Time and Effort

Having trouble managing concerns dictated by rules and regulations, while also addressing priorities for your retirement plan? That’s where providers come in. Read more >
ASK THE EXPERTS
Tax Reform Effect on 457(f) Plans
“I work at a private tax-exempt hospital that sponsors a 403(b) plan, a 457(b) plan, and a 457(f) plan. I understand that the recently passed tax reform legislation did not contain many retirement plan provisions that would affect us, but heard that our 457(f) plan could be indirectly affected by the new law, Is this true?” Read more >

Americans Confident DC Plans Can Help Them Meet Their Goals

They like the tax advantages, investment opportunities and investor control that defined contribution (DC) plans offer them, ICI finds. Read more >

Steidle Announces 403(b) Plan Administration Fee

403(b) plan sponsors pay just $600 for full service administration and plan document services. Read more >

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

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

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