(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 12th, 2016

SEC Liquidity Risk Efforts' Potential Effect on Retirement Plans

John Hollyer with Vanguard says investors have been well-served by mutual fund regulations so far, so the SEC’s new efforts will likely have a minimal effect on investors.Read more >

Addressing Concerns About Stable Value Investments

Prudential Retirement set out to understand the barriers to adoption of stable value investments by defined contribution (DC) plans, and found the investment industry needs to put forth more effort to articulate the value of this asset class.Read more >
Following a trend, the Diocese of Fall River, Massachusetts, froze its pension plan for all employees as of the end of 2015.Read more >

Endowment Index Sees First Decline

The index was established as a benchmarking tool for investors in globally-diversified, multi-asset portfolios that include alternative investments.Read more >

Barry’s Pickings: The DOL’s Agenda

As the Obama administration heads for the finish line, the Department of Labor (DOL) is, in the face of widespread opposition, driving an agenda aimed at reducing private-sector involvement in the U.S. retirement system.Read more >

Guidance Shows Anticipation of 403(b) Pre-Approved Plans

The IRS has issued updated procedures for requesting letter rulings and has made changes to VCP fees.Read more >

HUB International Hires Retirement Plan Specialist

Jasper Mallard has joined HUB International Investment Services as a retirement plan specialist in its Santa Barbara office. He will serve the tri-county area and be responsible for advising HUB’s current and future clients on investment and retirement services, including 401(k), 403(b) and other investment-related programs.Read more >

Is the Form 5500 Extension Deadline Extended?

“I heard that there was an additional month added to the extended deadline for Form 5500 filings, so that calendar year returns are now due November 15th instead of October 15th for calendar year plans that request an extension. Is this true?”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

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