(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 22nd, 2016

Getting to a Better Place

Plan sponsors have more ability to renegotiate their recordkeeping deal than they may think. When sponsors have hard data showing that their plan pays higher fees or gets fewer services than the current market norm, recordkeepers generally will do what it takes to keep the client, Todd Hughes, director, ERISA [Employee Retirement Income Security Act] and vendor services, for Pension Consultants, Inc. says.Read more >

Saving Early and Consistently Helps Retirement Confidence

The Certified Financial Planner (CFP) Board of Standards surveyed American savers and found that those who have taken a slow and steady approach to saving throughout their lifetime are in the best position when it comes to retirement.Read more >

IRS to Host Webcast About EPCRS Changes

The Internal Revenue Service (IRS) is hosting a free webcast about the changes to the Employee Plans Compliance Resolution System (EPCRS).Read more >

DC Retirement Plan Committees Face Tough Choices

Many committees do not have the expertise to select investments and should use outside help, SEI says.Read more >
415 Limit When Sponsoring Both a 401(a) and 403(b)
“We are a private tax-exempt hospital that sponsors a 401(a) and a 403(b) plan, both of which are subject to the Employee Retirement Income Security Act (ERISA). We were told by our recordkeeper that it is possible to contribute up to $108,000 on behalf of an employee between both plans in 2017. Is this true?”Read more >

All Generations Struggling to Meet Retirement Goals

A survey reveals motivations to get retirement plan participants to save more.Read more >

Lincoln Financial Hires Relationship Managers

Lincoln Financial Group has hired Carolyn Bremer, Rusty McGiboney and John Killoy to enhance its Participant Engagement and Relationship Management teams across its Retirement Plan Services business. They will work to build and strengthen the firm’s relationships with participants and plan sponsors in order to help drive positive retirement outcomes.Read more >

Break From the Grind: Views of the Boss

Many employees like their bosses, but managers still have much work to do, according to new research from staffing firm Accountemps. Nearly two in three workers (64%) said they are happy with their supervisors, and another 29% are somewhat happy with their bosses. Only 8% of workers give their manager a thumbs down. Yet, despite generally positive attitudes about the higher-ups, there were some areas where respondents felt their managers could improve.Read more >

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

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