(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 1st, 2016

Strategic Insight Acquires BrightScope

The acquisition further adds sales and distribution data for retirement to Strategic Insight’s expanding portfolio.Read more >

2017 Contribution/Benefits Limits Table

PLANSPONSOR has posted a chart of key contribution/benefits limits for 2017 that includes a link to download a PDF of the data.Read more >

DC Plan Reallocation Activity Low in First Half of 2016

Most defined contribution (DC) plan participants stayed the course in their asset allocations, as stock values edged up during the first six months of the year, according to the Investment Company Institute’s (ICI)’s latest study of recordkeeper data. Participant withdrawal activity was also low.Read more >
Why Would a Church Plan Elect ERISA Coverage?
“Why would a church ever want to elect Employee Retirement Income Security Act (ERISA) coverage? Have the Experts come across examples of churches who have elected ERISA coverage for their plans, and, if so, why?”Read more >

Investors Fear Election Result Will Hurt Retirement Savings

Nearly six in 10 Americans expect the markets to become more volatile following the results of the presidential election, a survey found.Read more >

More Relief for Plan Sponsors Affected by Hurricane Matthew

The U.S. Department of Labor’s (DOL) Assistant Secretary of Labor for Employee Benefits Security Phyllis C. Borzi announced an update on compliance with employee benefit plan rules for plan sponsors adversely impacted by Hurricane Matthew.Read more >

DB Plans Are Not Totally Disappearing

The number of defined benefit pension plans increased by 1.6% in 2014; however, defined contribution plans remain the dominant retirement plan type.Read more >

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

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