(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 24th, 2018

2018 PLANSPONSOR Recordkeeping Survey

The 2018 PLANSPONSOR Plan Administration Guide, Part 2, which is our annual recordkeeping survey, is broken into four types of plans: 401(k), 403(b), 457 and nonqualified deferred compensation (NQDC). The decision to examine the markets in this way was, in part, driven by a recognition that plan sponsors focus on their own plan type and size when considering provider offerings. After each segment snapshot, we continue our practice of listing individual provider profiles. Read more >

Helping Employees Build Emergency Savings

The term “sidecar savings accounts” has been introduced into the retirement industry’s lexicon, and new legislation has been introduced to allow employers to auto enroll employees into them. Read more >
ASK THE EXPERTS
Anything New on 2017 Form 5500?
“I have been spending my summer as usual thus far working with our auditors on the 2017 Form 5500 audit report for our calendar-year filing. Is there anything new that I should watch out for on the form itself?” Read more >

The Importance of Helping Caregivers

One out of every six workers assists with caregiving, and this can derail their retirement savings; employers have a role to play in helping this sizable work force population achieve financial wellness. Read more >

R.I. Treasurer to Propose Financial Transparency Legislation for Church Pension Plans

General Treasurer Seth Magaziner announced that he will seek legislation in the 2019 General Assembly session that would require pension plans managed by religious organizations in Rhode Island to send regular updates on the financial health of the pensions to their plan participants. Read more >

Taking View of Employee Helps With Wellness Program Engagement

In a webcast sponsored by Benz Communications, the firm’s Engagement Strategist Megan Yost offered tips to better engage individuals in financial and health wellness. Read more >

DC Plan Priorities Make ESG More Palatable

One reason defined contribution (DC) plans are outpacing defined benefit (DB) plans in terms of environmental, social and governance (ESG) investing adoption has to do with a difference in pressing priorities, rather than doubts among DB plans of the viability or usefulness of ESG. Read more >

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

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

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