(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 30th, 2019

Lessening the Impact on Retirement Savings of Taking a Hardship Withdrawal

Following rule changes plan sponsors still have discretion over limiting the amount of hardship withdrawals and participants can continue to save, and Fidelity recommends helping participants establish emergency savings.Read more >
Impact of SEC’s Regulation Best Interest
“I’ve been reading a lot about this new SEC Regulation BI. Does it have any impact on me as a 403(b) plan sponsor?”Read more >

Researchers Revisit ‘Spend Safely in Retirement’ Strategy

Researchers offer examples of how a retirement income strategy for middle income Americans, introduced last year, would work in different scenarios.Read more >

DOL Releases Final Rule on ‘Association Retirement Plans’

The rule will permit employers to connect with associations of employers in a city, county, state, or a multi-state metropolitan area, or in a particular industry nationwide, as well as a professional employer association (PEO), to provide retirement plans for their employees.Read more >

Principal Welcomes Sales Head to Retirement Division

Scott Boyd will join Principal Financial Group as head of Sales for Workplace Savings and Retirement Solutions in the Retirement and Income Solutions division, effective August 12. In his new role, Boyd assumes responsibility for leading the U.S. sales force to serve all customer segments and product solutions.Read more >

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

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