(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 15th, 2016

State IRAs Finalized

On August 25, the Department of Labor (DOL) issued a final regulation to clarify when an automatic individual retirement account (IRA) established through state law and administered by a state would not be covered by the Employee Retirement Income Security Act (ERISA), making it less likely that a court would find the state law to be pre-empted by ERISA. Will this signal a shift away from employer-based plans?Read more >

PSCA Offers Plan Sponsor Education About Third-Party Fiduciaries

The Plan Sponsor Council of America (PSCA) has published an article and a two-part podcast on third-party fiduciaries. Topics discussed include: How often plan sponsors should review their third-party fiduciaries; What plan sponsors are doing to become better fiduciaries; and How retirement plan managers can convince plan fiduciaries to take their responsibility seriously.Read more >
ASK THE EXPERTS
How Would the 415 Annual Additions Limit Be Met?
“I noticed that, though the elective deferral limits for retirement plans did not increase for 2017, the 415 dollar limit on combined employer/employee contributions did, from $53,000 to $54,000. However, I am confused as to how such a limit would ever come into play for a retirement plan, since it is so high. Can the Experts enlighten me?”Read more >

Risk Control At Heart of ESG and SRI Developments

Investment providers that serve retirement plan sponsors see opportunities for outperformance in ESG and SRI programs.Read more >

Lincoln Financial Reveals New Mobile Optimized Web Tools

Demonstrating the company’s latest enhancements to its participant web portal for PLANSPONSOR, Sharon Scanlon, head of customer experience, Retirement Plan Services, Lincoln Financial Group, suggested simplicity is perhaps the main goal. A clean dashboard design gives savers an overview of their current account balance, recent transactions, investments and contribution rate.Read more >

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

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