(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 7th, 2017

Shaking Things Up

Re-enrollment is a plan design strategy that helps many employees better their retirement outcomes by increasing participation and deferral rates and/or improving investment allocations. Read more >

Connecticut Passes Conflict-of-Interest Rule for Non-ERISA 403(b)s

On June 27, Connecticut Governor Dannell Malloy passed an act requiring service providers to 403(b)s not subject to the Employee Retirement Income Security Act (ERISA) to disclose conflicts-of-interest. Read more >

IRS Changes Pre-Approved Plan Opinion Letter Program

The IRS says it is modifying its historic approach to pre-approved plans in order to encourage employers that currently maintain individually designed plans to convert to the pre-approved format. 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

The Move to Online Participant Communications May Not Be Best

Most participants tended to skim through online material, whereas those who read written content gained a thorough, enhanced understanding, according to research from TIAA. Read more >

Barry’s Pickings Online: Untangling the State Auto-IRA/ERISA Mess

Michael Barry, president of the Plan Advisory Services Group, discusses what may be confusion among lawmakers about state-run plans for private-sector workers. Read more >

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

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

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