(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 11th, 2018

IRS Warns Nonprofits Not to Lose Tax-Exempt Status

Organizations that fail to file annual Form 990 returns for three consecutive years will see their federal tax exemptions automatically revoked, which will have an effect on offering 403(b) retirement plans.Read more >

Simple Steps to Provide Successful Student Loan Repayment Benefits

Student debt management is a complex and delicate issue that has a significant impact on employees’ broad financial wellness—but providing support can be straightforward from the plan sponsor perspective.Read more >
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

Plan Distribution Behavior Dictated By Plan Design

Because individuals’ financial needs in retirement can vary over time and from one person to another, it is crucially important that a defined contribution (DC) plan offer an array of retirement income and distribution options, according to the latest research from the Defined Contribution Institutional Investment Association (DCIIA).Read more >

2018 Planning & Progress Study: Many Expect to Delay Retirement

According to a Northwestern Mutual survey, among the more than half of Americans expecting to work past the traditional retirement age by necessity, the main reasons were inadequate savings and a lack of confidence in Social Security’s ability to take care of their needs. Other concerns cited touched on rising healthcare costs or caring for loved ones.Read more >

Investor Conservatism Doesn’t Jibe With Retirement Risk Fears

A report suggests, “The need to maintain a sufficient allocation to stocks can be reconciled with the reticence to do so of the risk averse investor by moving a portion of the retirement portfolio into structured annuities and/or annuities with guaranteed lifetime income or withdrawal features.”Read more >

State Pension Plans Reverse Two Consecutive Years of Return Declines

“A primary driver of the improvement in the funding ratio was the increase in global equity values for the 12-month period ending June 30, 2017,” notes Ned McGuire, managing director and a member of the Pension Risk Solutions Group of Wilshire Consulting.Read more >

Break From the Grind: Hockey Players Have More Stable Pension Than Other Professional Athletes

Reports from the Society of Actuaries (SOA) reveal the funded status for pension plans of professional athletes, and found the National Hockey League (NHL) is doing better than the National Football League (NFL) and the National Basketball Association (NBA).Read more >

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

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