(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
March 19th, 2019

Active TDFs Offer Advantages for DC Plan Participants

Cerulli Associates points to active target-date fund (TDF) performance during market volatility and the ability to mitigate sequence of return risk for defined contribution (DC) plan participants as reasons to consider them. Read more >

IFEBP Offers Tips for Using Behavioral Finance to Boost Retirement Savings Actions

Stressing what can be lost or gained, peer reviews and comparisons and certain plan design features are among the suggestions offered by the International Foundation of Employee Benefit Plans in a white paper. Read more >
ASK THE EXPERTS
Can a Church Terminate a SIMPLE IRA and Establish a 403(b) in the Same Year?
“A ‘steeple’ church, as defined at IRC Section 3121(w)(3)(A), sponsors a SIMPLE IRA Plan. They wish to terminate the SIMPLE and establish a 403(b) plan within the same plan year. Is this permissible?” Read more >

ERISApedia Announces Availability of 403(b) Plan eSource

The new publication is authored by industry expert S. Derrin Watson, J.D., and Timothy McCutcheon, J.D., publisher of ERISApedia.com, says it will be “the ‘go-to’ resource for 403(b) professionals and will allow 403(b) professionals to find answers to their compliance questions easily and quickly.” Read more >

MassMutual Introduces Financial and Benefits Planning Tool

MapMyFinances replaces MapMyBenefits and creates a to-do list of simple, actionable steps to help employees reach their financial goals. Read more >

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

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

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