(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 9th, 2019

Self-Correcting the Inevitable Mistakes

Even the most informed and dedicated retirement plan fiduciaries sometimes miss the target. The good news is, many mistakes can be fixed.Read more >

Driving Financial Wellness at Work

Wes Collins, senior manager of participant advice services at CAPTRUST, discusses financial wellness areas of focus, broken out by career stage.Read more >

Nonprofits Want More Cost-Effective Alternatives to Group Health Insurance

In the meantime, many are satisfied that qualified small employer health reimbursement arrangements (QSEHRAs) meet employees’ needs.Read more >

Fidelity Argues Infrastructure Fees Are Necessary

In support of its motion to dismiss a consolidated lawsuit, Fidelity argues that it is entitled to negotiate and collect fees from providers on its FundsNetwork, and that siding with the plaintiffs would be detrimental to retirement savers.Read more >

CRI Incorporates TPA Services to Company Team

Carr, Riggs & Ingram (CRI) has recently added CRI TPA Services, LLC to its family of companies. CRI TPA Services, LLC provides third-party administrative (TPA) services for employer-sponsored retirement plans, with a primary focus on 401(k) plans, 403(b) plans, and defined benefit (DB) plans.Read more >
Raising the Loan Limit Above $1,000
“Our ERISA 403(b) plan has a loan minimum of $1,000. We have a concern about a significant number of our newer employees borrowing as soon as their account balances reach $2,000, when the loan minimum of $1,000 meets the 50% requirement for borrowing. Recognizing that, borrowing against their retirement plan so early in their careers could have a negative impact on their ability to retire, our plan committee was considering raising the loan minimum to a higher amount, such as $3,000. Can we?”Read more >

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

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