(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 3rd, 2019

How and Why to Simplify DC Plan Investment Menus

Simplifying a defined contribution (DC) plan’s investment menu could encourage more employees to participate in the plan, sources say. Read more >

IRS Expands Determination Letter Program for Individually Designed Plans

The agency will accept determination letter applications for hybrid plans for a certain period and for merged plans on an ongoing basis. Read more >
ASK THE EXPERTS
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

Sponsored message from Empower Retirement

Boosting the effectiveness of retirement plan communications

Cutting back on jargon and delivering communications where participants want them can help put employees on the right track. Read more >

Laws and Regulations That Do or Will Affect Retirement Plans

Plan sponsors can look for new legislation and regulations that will have big effects on retirement plans this year, and state legislation could add some confusion. Read more >

Wells Fargo Suggests Various Approaches to Retirement Saving

Because people are living longer, healthier lives, the Wells Fargo Investment Institute has suggested different ways that Millennials, Generation X and Baby Boomers can successfully save for retirement. Read more >

A New Way of Thinking About Retirement ‘Plans’

Mike Sasso, with Portfolio Evaluations, and a professor at Boston University, explained a new way of thinking to get plan sponsors to focus on retirement income for participants. Read more >

FPS Group Offers Individualized Advice to 403(b) and 457(b) Plan Participants

AdvisorConnect is a support network of plan sponsor-approved, registered financial professionals who specialize in the public-sector retirement space, and one of its key components is the My Financial Wellness Center. Read more >

FTSE Russell Builds Tax-Exempt Index Tracker

The new index can be used as the foundation for a wide range of custom solutions based on attributes, including credit quality, state, municipal sector classification and maturity. Read more >

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

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

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