(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 8th, 2019

2019 Service Stars

Introducing the 2019 individual and team service representatives recognized for exceeding expectations in their support of plan sponsors. Read more >

Will Changes to Hardship Withdrawal Rules Lead to More Plan Leakage?

Some industry sources believe the availability of more funds for hardship withdrawals and the elimination of the requirement to first take plan loans before hardship withdrawals will lead more people to use their retirement savings before retirement. Read more >

Attention to Retirement Plan Digital Communications Increasingly Important

A paper authored by Shlomo Benartzi, senior academic adviser at the Voya Behavioral Finance Institute for Innovation, promotes the idea of a “digital fiduciary,” and Andrew Way, with Corporate Insight, weighs in on best practices for digital communications. 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

Experts Push Ways and Means Committee for Retirement Reforms

Given their diverse backgrounds, the speakers shared different points of emphasis in their testimony, but they all called on the lawmakers present to embrace bipartisanship and to enact commonsense solutions. Read more >

Retirement Enhancement and Savings Act Reintroduced

The bipartisan bill, which enjoys broad industry support, would add flexibility for small businesses to join multiple employer plans, among other provisions. Read more >

DOL Announces Fiduciary Responsibilities Seminar in San Diego

In addition, the agency has announced a “Getting It Right – Know Your Fiduciary Responsibilities” three-day webcast series. Read more >

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

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

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