(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 10th, 2017

2017 Annual Defined Contribution (DC) Survey Now Open!

Looking to benchmark your DC plan? Want to recognize your provider/service team for outstanding service or offer confidential feedback about areas for improvement? Our annual DC Survey can help. Read more >

Congress Adds to Relief for Hurricane Victims

The act, signed into law last week, allows tax-penalty-free withdrawals and larger loan amounts from retirement accounts than current statutory limits. Read more >
ASK THE EXPERTS
What Is an Annuity Contract?
“I am new to the 403(b) world, having come from the 401(k) arena. I am quite familiar with mutual funds, but can the Experts explain what exactly is an annuity contract?” Read more >

Embracing In-Plan Annuities

Specific policy changes and plan sponsor initiatives can make guaranteed lifetime income a norm in the defined contribution (DC) plan space, TIAA suggests. Read more >

IRS Reveals FY 2018 Compliance Priorities

In the Internal Revenue Service (IRS) Tax Exempt and Government Entities FY 2018 Work Plan, the agency revealed efforts it will be making next year to help sponsors achieve compliance for their employee retirement plans. Among other things, plan sponsors will have a number of new compliance checks to keep in mind. Read more >

AXA Names Head of Retirement Plan Services

AXA announced that Kevin Molloy has been appointed head of Investor Relations (IR) for AXA US. In addition, Stephen Scanlon becomes head of Retirement Plan Services (RPS). Read more >

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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