(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 19th, 2018

Study Proposes a “Simple” Strategy for Retirement Income

A new retirement study by the Stanford Center on Longevity, conducted in conjunction with the Society of Actuaries, “Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity,” presents a framework of analyses and methods that plan sponsors, financial advisers, and retirees can use to compare and assess strategies for developing lifetime retirement income. Read more >

A Retirement Draw Down Strategy Starts With Education

Plan sponsors need to give participants the education and tools they need to develop a strategy for spending assets in retirement. 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

University of Chicago 403(b) Suit Gets Claims Added Back

A federal judge had dismissed claims related to one of the university’s plans, but a new complaint, and a new plaintiff, bring back those claims. Read more >

Vanderbilt University 403(b) Plan Suit Continues to Next Stage

A federal district court has moved forward a lawsuit alleging that Vanderbilt University retirement plan fiduciaries have not managed its plan with loyalty or prudence, in violation of the Employee Retirement Income Security Act (ERISA). Chief United States District Judge Waverly D. Crenshaw, Jr. of the U.S. District Court for the Middle District of Tennessee dismissed some claims, but moved forward others pertaining to the Vanderbilt University Retirement Plan and the Vanderbilt University New Faculty Plan. Read more >

SPARK Rolls Out Updated RFP Guide

The SPARK Institute, a non-profit organization lobbying for the interests of the retirement services industry and its clients, released a new version of its “RFP Guide for Selecting Defined Contribution Service Providers.” Read more >

Multnomah Group Hires Former Investment Consultant

Multnomah Group, an independent retirement plan consulting firm, has announced the hiring of David Williams. Read more >

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

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

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