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

Mission-Based Employer Embraces ESG TDFs, In-Plan Income

UWC-USA makes all of its decisions and policies with its broader mission in mind; based on a commitment to education, sustainability and global thinking, the school has embraced an environmental, social and governance (ESG) target-date fund, as well as in-plan guaranteed income. Read more >

So You Want to Offer a Student Loan Repayment Benefit

In an Issue Brief published by the Employee Benefit Research Institute (EBRI), Neil Lloyd, partner and head of DC & financial wellness research at Mercer, explains choices plan sponsors have for offering student loan repayment benefits. Read more >

IRS Adds ‘Other Circumstances’ to Instances for Which Determination Letter Requests Can Be Made

Previously, the IRS said a plan can request a determination letter only if it has never received a letter before; the plan is terminating; or the IRS makes a special exception. Read more >

Economists Assess Likelihood of Recession in the Year Ahead

While they expect ongoing stock market frothiness in 2019, leading money managers point to the absence of the typical signs of the end of a business cycle. Read more >
ASK THE EXPERTS
Relief for Excluding Employees From 403(b) Plans
“I read that the IRS provided some relief to plan sponsors who erroneously excluded part-timers from the right to make elective deferrals to their 403(b) plans. Was there other relief offered for plan sponsors who may have excluded employees other than part-timers from the right to make elective deferrals?” Read more >


GASB Proposes Implementation Guide for Fiduciary Activities

The Government Accounting Standards Board is asking for comments on the implementation guide for Statement No. 84, which provides guidance regarding what constitutes fiduciary activities for financial reporting purposes, the recognition of liabilities to beneficiaries, and how fiduciary activities should be reported. Read more >

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

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

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