(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 27th, 2018

Distributions Basics Confuse Sponsors and Participants

The rules set around all the different types of qualified retirement plan distributions are quite complex, but plan sponsors have a lot of places to turn for support when learning about this pressing topic. Read more >

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). Here is the section on 457 plans. 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

Appeals Court Allows Case Against USC to Proceed

The panel concludes that the dispute against the University of Southern California fell outside the scope of the arbitration agreements that the participants signed. Read more >

Voya Targets Emergency Savings with Financial Wellness Feature

Voya is one of the latest companies to unveil new offerings aimed at enhancing emergency savings among retirement plan participants, reflecting the fact that many participants are struggling with short-term financial needs. Read more >

BlackRock Lays Out Plans to Boost Retirement Readiness

The investment firm calls on the government to pass numerous measures to expand access to retirement plans and boost participation and savings. Read more >

TDFs Get Millennials on the Right Track

Most Millennials, those between the ages of 22 and 37, are appropriately invested, according to new research by Vanguard. On average, they have 90% of their portfolio invested in equities, which is consistent with the glide path of the Vanguard Target Retirement Funds geared for people in that age group. One-third of Millennials own target-date funds (TDFs). Read more >

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

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

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