(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 19th, 2018

Non-ERISA 403(b)s Could Be Affected by SEC Conflict of Interest Proposal

The Wagner Law Group says non-ERISA 403(b) plans may satisfy the definition of “retail customer” in the Securities and Exchange Commission’s (SEC)’s Regulation: Best Interest section of its proposal.Read more >

PSNC 2018: Helping Participants Maximize Their Savings Opportunities

To make it practical for defined contribution (DC) plan participants to maximize their savings opportunities, they first need to get their financial house in order, speakers told 2018 PLANSPONSOR National Conference (PSNC) attendees. Sources on the panel also discussed choosing between Roth and pre-tax savings and saving for long-term health care expenses.Read more >
When There Are Limits on Participation in 457(b)s
“I used to work for a private tax-exempt organization, but I recently took a job with a public university. In the 457(b) plan that it sponsors, all employees are allowed to participate. I thought that participation in 457(b) plans was limited to select management and highly compensated employees?”Read more >

PSNC 2018: The Importance of Educating Investment Committees

Day two of the PLANSPONSOR National Conference featured a session on investment committee education, the basics surrounding it, and the best resources available to plan sponsors.Read more >

AssuredPartners Acquires NIS to Serve 403(b) Plans

Brookfield, Wisconsin, insurance agency National Insurance Services has been acquired by AssuredPartners Inc. in Lake Mary, Florida, for more than $50 million. NIS provides employee benefits consulting and brokerage services for more than 2,500 public-sector organizations nationwide. It also administers about 600 403(b) plans.Read more >

2018 PLANADVISER National Conference

Retirement plan advisers face many challenges in their business including those such as crafting the right differentiation message, dealing with fee compression and regulatory changes, and helping keep clients engaged with their plan. The PLANADVISER National Conference (PANC) is the premier networking and business strategy event for specialist retirement plan advisers! Annually, the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year, gather in Orlando, Florida, for three days of discussion and debate about the cutting edge of the retirement plan industry, and how to confront the industry’s biggest challenges. Special this year will be the opportunity for advisers to earn their PLANSPONSOR Retirement Professional designation while at the conference!Read more >

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

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