(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 14th, 2019

Pennsylvania Law Requires Multiple Providers for School District 403(b)s

Some players in the K-12 403(b) plan marketplace say the multiple-provider model leaves plan sponsors with an unworkable number of providers and costs to participants are higher, while others say elements of this model work best for employees. Read more >

Entry-Level Employees to Top Executives Need HSA Education

Employee education about health savings accounts (HSAs) remains the dominant concern of plan sponsors, and plan sponsors struggle to tell employees how to allocate their savings dollars, according to a survey from PSCA. 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

PSNC 2019: The Lessons From Litigation

Retirement plan sponsors can learn best practices from looking at the claims filed against their peers and the outcomes of these lawsuits. Read more >

PSNC 2019: Best Practices for Your Retirement Plan Committee

Attendees of the 2019 PLANSPONSOR National Conference heard suggestions for the composition of retirement plan committees, what should be discussed in meetings and what fiduciary training is needed. Read more >

Vanguard Finds Positive Savings Behaviors by DC Plan Participants

Despite market volatility, few participants in defined contribution (DC) plans served by Vanguard made one or more portfolio trades during the year, and 96% of all assets available for distribution due to a separation of service were preserved in a retirement savings account. Read more >

PSNC 2019: Is It Time for an RFI/RFP?

It’s important for plan sponsors to stay vigilant and be sure they are holding providers accountable. Read more >

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

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

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