(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 2nd, 2018

Plan Sponsor of the Year Awards Nominations

Time is running out to make nominations for our Plan Sponsor of the Year awards. The deadline is November 7.Read more >

IRS Announces Contribution and Benefit Limits for 2019

The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $18,500 to $19,000.Read more >

Consider Who Will Select It When Choosing a Retirement Plan Default Investment

Research suggests an interesting concept: The retirement plan sponsor’s choice of a default investment should not reflect the full distribution of employee investor types, but rather those who would select it and avoid the costs of implementing a customized investment portfolio. A retirement plan’s default investment could have drawbacks for some employees.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

Successful Plans Embrace Strategic Thinking

The challenge of learning to think strategically impacts plans of all sizes, says Mel Hooker at Wells Fargo; even large employers with ample resources can have trouble setting goals and knowing how to pursue them.Read more >

Retirement Savers Need to Be Prepared for Taxes in Retirement

Fifty-two percent of pre-retirees surveyed by the Nationwide Retirement Institute wish they better understood how their income in retirement will be taxed.Read more >

Vanguard Offers Guide to Evaluating TDFs

The guide provides a checklist for periodic reviews, key questions to ask and items to consider.Read more >

Break From the Grind: Survey Reveals Top Bad Boss Behaviors

Taking credit for an employee’s work was the top cited bad boss behavior.Read more >

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

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