(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 30th, 2017

PLANSPONSOR National Conference

Registration is still open for the 2017 PLANSPONSOR National Conference in Washington, D.C. Read more >

Participants Sue Princeton Trustees for ERISA Breaches

The plan sponsor is accused of failing to leverage its size and sophistication to ensure a fair deal on recordkeeping for plan participants, among other claims. Read more >

University of Chicago Faces Excessive Fee Lawsuit

The university is accused of not negotiating a better price for recordkeeping and retaining high cost, underperforming investments, among other things. Read more >

Understanding Mutual Fund Share Classes

A review of available share classes and what they mean, and a look at what’s new. Read more >
ASK THE EXPERTS
Which Rules for 457(b)s Must Church Plans Follow?
“I read with great interest a recent Ask the Experts column in which you discussed the differences between governmental 457(b) plans and those sponsored by private tax-exempt entities. I work for a faith-based university whose plan qualifies as a church plan. Should I be following the rules for governmental plans, or those for private tax-exempts?” Read more >

Pre-Retirees Could Use More Retirement Planning Help

Although people approaching retirement have a strong vision for what success looks like, many are unsure of how to get there, and many are still afraid of running out of money, a TIAA survey finds. Read more >

Retirement Policies Need to Change to Address Longer Life Expectancy

Looking at the U.S. specifically, the shortfall of retirement savings needed is growing at a rate of $3 trillion each year, and will reach $137 trillion by 2050, according to the World Economic Forum. Read more >

Taking Your Plan (and Participants) to the Next Level

More employers are starting to enhance financial benefits, through automatic enrollment, health savings programs, or other financial wellness initiatives, notes Rick Irace, chief operating officer, Ascensus Retirement. Read more >

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

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