(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 11th, 2019

The Importance of Rebalancing DC Plan Portfolios

Once they select the proper asset allocation for their retirement savings, participants need to be prodded to rebalance their portfolios regularly to maintain the appropriate risk.Read more >

PSNC 2019: 403(b) Plan Remedial Amendment Period

The last day of the remedial amendment period for 403(b) plans is March 31, 2020. What does the remedial amendment period offer 403(b) plan sponsors?Read more >

PSNC 2019: Criteria to Consider When Selecting a Retirement Plan Adviser

Experts lay out what retirement plan sponsors should ask to find the adviser best suited to their plan.Read more >
Must 403(b)s Adopt a Pre-Approved Plan Document?
“Our 403(b) plan recordkeeper wishes for us to adopt their preapproved retirement plan document. However I am quite happy with our individually designed 403(b) plan document that was prepared by our outside retirement plan counsel. Do I have to use the recordkeeper’s document now or can I stick with the attorney-prepared document that I have?”Read more >

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Fiduciary Overview for Church Retirement Plans Webcast

Behind every successful retirement plan is a strong fiduciary. How do you know if you’re being effective? GuideStone’s Legal team shares what every church plan fiduciary should know.Read more >

PSNC 2019: Discouraging Plan Leakage

Speakers on a panel at the 2019 PLANSPONSOR National Conference offered new ideas for reducing leakage from defined contribution (DC) retirement plans.Read more >

PSNC 2019: How to Save for Health and Retirement

Utilizing health savings accounts (HSAs) to save for health care expenses in retirement is a balancing act, as inevitably there will be a time to spend, and participants need education about how to maximize HSA benefits.Read more >

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

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