(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 4th, 2018

Retirement Plan Exchanges for 403(b)s

Speaking at the Plan Sponsor Council of America (PSCA) 71st Annual National Conference, Brodie Wood, SVP of healthcare, education and not-for-profit markets at Transamerica Retirement Solutions, discussed the efficiencies and benefits a closed multiple employer plan (MEP) can offer not-for-profit 403(b) plans. Read more >

Wisconsin Private Colleges Unite Retirement Plans in ‘403(b) MEP’

Transamerica says it is now offering its first-ever 403(b) multiple employer plan for higher education, created in partnership with the Wisconsin Association of Independent Colleges and Universities (WAICU). 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


Fiduciary Compliance and Best Practices

Fred Reish, partner at Drinker, Biddle and Reath, told attendees of the Plan Sponsor Council of America 71st Annual National Conference, from his perspective, plan sponsors have a “best practices hat,” meaning “plan sponsors have an option of going beyond looking at what benefits the participants or employer. Meeting minimal objectives of the law is not the goal.” Read more >

TDFs Can Provide Retirement Income as Part of ‘Auto Retirement’

BlackRock Managing Director Anne Ackerley, in conversation with PLANSPONSOR, explains new opportunities to deliver retirement income solutions to plan participants, including through the qualified default investment alternative (QDIA). Read more >

The Real Retirement Crisis: Assessing Retirement Savings Adequacy

A speaker at PSCA’s 71st Annual National Conference suggests reports of Americans retirement savings inadequacy are overblown and offers data to back that up. Read more >

For Strategic Long-Term Investors, Volatility Means Opportunity

PLANSPONSOR speaks with John Diehl, senior vice president of strategic markets for Hartford Funds, on the subject of equity market volatility and ways to help ease plan participant concerns amid big price swings. Read more >

New Guide for 403(b), 457 Plans from NTSA

The guide includes information on rollovers, loans, hardship withdrawals and much more. Read more >

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

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

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