(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 17th, 2019

403(b) Plans Should Get Ready for IRS Initiatives

The agency has indicated it will launch audit initiatives regarding 403(b) plan compliance this summer; the remedial amendment period and other IRS-provided relief can help plan sponsors prepare.Read more >

AICPA Reminds Plan Sponsors of Record Retention Rules

A plan advisory explains Employee Retirement Income Security Act (ERISA) rules for record retention and offers best practices for that and protecting personal information.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

Hear From Your Peers at the PLANSPONSOR National Conference

Join us for the PLANSPONSOR National Conference Wednesday, June 5th through Friday, June 7th! One of the many benefits for plan sponsors attending the PLANSPONSOR National Conference is the opportunity to listen and learn first-hand from peers both the challenges as well as the positive outcomes that they face every day. At the beginning of day two, join MGM Studios and Prudential Retirement as they explore the connection that exists between financial wellness, productivity, health, and other human capital outcomes.Read more >

Using Automatic Features to Maximize Participant Success

Andrew Zito, with LAMCO Advisory Group, discusses common criticisms of plan sponsors when considering auto features and ways they can use auto features to maximize participation and participant success.Read more >

Volatility Is Not a Bad Word

Making sure plan participants understand the positive aspects of volatility can help them avoid poor trading decisions during periods of negative returns.Read more >

ERISApedia Introduces 457 Plan eSource

“This title lays out the benefits of 457(b) plans and their pitfalls, and provides a convenient tool to research questions that will arise in plan design or administration,” say author S. Derrin Watson, J.D.Read more >

MassMutual Launches Workplace Student Loan Repayment Program

The program is available to employers through Tuition.io, which provides two levels of support for student loan indebtedness.Read more >

Break From the Grind: Emma and Liam Top 2018 Baby Names

The Social Security Administration’s list shows how pop culture affects naming trends year to year.Read more >

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

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