(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 15th, 2019

2020 Awards Nominations Are Open

PLANSPONSOR has opened the nominating process for the annual PLANSPONSOR Plan Sponsor of the Year awards. The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible. The deadline for nominations is November 8.Read more >

Editor's Note

The look of (b)lines will be changing, but it will continue to bring you all the industry insight you need!

IRS Guidance on Initial and Recurring 403(b) Remedial Amendment Periods

Attorneys with Groom Law Group provide an extensive explanation of the IRS’ new guidance on 403(b) plan remedial amendment periods.Read more >

DC Plans 3.0 Will Really be Tailored to Individual Situations

Bob Collie, head of research at the Thinking Ahead Institute, tells PLANSPONSOR version 3.0 will be customized by “hyper-customization and integrated whole-of-life wealth management” that takes into account all of a person’s savings.Read more >
Controlled Group Rules for Churches
“Are the rules for determining whether churches are part of the same controlled group of employers the same or different as those that apply to other nonprofit entities? If different, what are the rules?”Read more >

When Choosing Passive or Active Funds, Consider the End Result

Data shows passive U.S. equity assets have passed active U.S. equity assets, but there are pros for each and retirement plan sponsors should have the right goal in mind when making a decision.Read more >

IRS to Hold Public Hearing About Proposed MEP Rules

Although, the DOL has issued final rules on association retirement plans, some are disappointed that the rules fell short of allowing for what is called open MEPs.Read more >

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

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