(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 18th, 2019

Webcast: Why should participant distribution decisions matter to you?

Please join our live webcast on June 26th, when a panel will discuss: Newly released Financial Engines research on workers’ awareness about their distribution options when retiring or changing jobs; perspective on how distribution decisions can have a significant impact on both participants and plan sponsors; how plan sponsors can ensure they work with an advice provider that not only acts in participants’ best interests but is held to a higher legal fiduciary standard of care through all phases of a participant’s career—including help with retirement account and rollover decisions during employment changes. Read more >
ASK THE EXPERTS
Vesting Upon a 403(b) Plan’s Discontinuance of Contributions
“I’ve seen inconsistent treatment as to whether in a 403(b) plan a complete discontinuance of contributions requires full vesting of affected participants in employer matching and/or nonelective contributions. What do the Experts say?” Read more >

Sponsored message from Mercer

Serving a greater mission: Yours.

At Pavilion, we’re dedicated to helping not-for-profit organizations achieve their investment goals and support their mission. Let’s work together to strengthen your conviction in your investment decisions and to build greater confidence in your financial future. Aligning your investments to further your mission-that’s our mission. Pavilion, a Mercer Practice. Read more >

Balancing the Need and Desire to Work Past Retirement Age

What role are employers playing in helping participants retire? Read more >

Rhode Island Moves Closer to Church Pension Transparency

Both chambers of the State Assembly have passed legislation that would require religious organizations that manage pension plans to send regular updates on the financial health of the pensions to plan participants. Read more >

Principal Announces Additions to Leadership Team From Wells Fargo

Joe Ready, current head of Wells Fargo Institutional Retirement & Trust, is taking a new role as head of Trust and chief fiduciary officer for Wells Fargo Wealth & Investment Management. Read more >

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

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

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