(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 16th, 2017

Improving Your Plan Through the RFP Process

Andrew Russell, assistant vice president for the University of Massachusetts System’s office of human resources, addressed attendees at the 2017 PLANSPONSOR National Conference about how, in keeping with the Employee Retirement Income Security Act (ERISA), the system streamlined its 403(b) plan through the request for proposals (RFP) process. Read more >

Nuveen Launches Equity ESG ETFs

Nuveen has launched two new exchange-traded funds (ETFs) tracking indices based on environmental, social and governance (ESG) criteria. 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

Supreme Court Ruling Did Not Resolve Church Plan Challenges

The next stage will be to determine if the hospital boards or plan committees fit within the principal-purpose definition and whether the hospitals are affiliated with a religious organization, says Tess Gee, with Miller & Chevalier. Read more >

Educating Investment Committees

Teaching investment committees to monitor plan fees and take on fiduciary responsibilities is important. Gaining knowledge on the subject entails more than skimming through a 10-page pamphlet; it requires interaction among workers, plan sponsors, advisers, consultants—the list goes on. Read more >

EEOC Hearing Witnesses Call for Help With Older Worker Employment

As people are living longer and wanting to work longer, witnesses at an EEOC meeting about the ADEA made suggestions about how regulators and employers can reduce age discrimination and help people work longer. Read more >

Competing Priorities Keep Participants From Saving What They Should

Lincoln Financial Group’s 2017 Lincoln Retirement Power Participant Study showed that while most plan participants are confident and optimistic about their retirement savings, they acknowledge that they are saving less than they think they should to meet their retirement savings needs. The study shows that competing financial priorities are the culprit producing this conundrum of confidence. Read more >

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

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

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