(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 8th, 2015

Investment Committee Solutions for Small Plans

Plan sponsors with no investment committees must still perform committee functions.Read more >

Code of Conduct for Public Pension Service Providers

Public pension plans will begin asking their service providers to commit to a new set of ethical guidelines designed to protect the interests of plan participants and beneficiaries, the National Conference on Public Employee Retirement Systems (NCPERS) announced.Read more >

Pension Conversions Linked to Income Inequality

A report by the National Conference on Public Employee Retirement Systems (NCPERS) says data at the national level showed that a trend of converting defined benefit (DB) plans into defined contribution (DC) plans exacerbated income inequality in the U.S.Read more >

DC Plans Important to Retirement Income Strategies

Some financial professionals suggest individuals set up different ‘buckets’ for retirement income, and defined contribution (DC) retirement plan sponsors can help them do so.Read more >

Nurses’ Financial Planning Needs Critical Care

Time and a lack of investing confidence are among the retirement challenges nurses face, Fidelity Investments finds.Read more >

Fidelity Wants Clarification About Records Retention

Fidelity is taking issue with a recent Internal Revenue Service (IRS) reminder to retirement plan sponsors about their duties to track participant loans and hardship withdrawals.Read more >

Reminder to Keep Eligibility to Sponsor 403(b)

The Internal Revenue Service (IRS) Employee Plans Compliance Unit conducted a project related to 403(b) plan sponsorship eligibility for organizations that lost their 501(c)(3) exempt status due to the automatic revocation for not filing a required return for three consecutive years. Some entities were unaware that their 501(c) status affected their eligibility to sponsor a 403(b) plan.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

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

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