(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 17th, 2017

Best of PLANSPONSOR National Conference

At PLANSPONSOR, we know how valuable your time is. That’s why we’ve taken the most important topics discussed at our national event and packaged them into a convenient ½ day agenda hosted in a city close to you! If you are a plan sponsor, the Best of PSNC provides you with critical information you can take back to your office and use immediately to ensure your plan runs at its peak. If you are a retirement plan adviser, there is no better way to stay up to date on the latest challenges facing your clients. Choose to attend in Chicago—Oct 24, Boston—Oct 25, New York—Oct 26, Newport Beach—Nov 1, or Dallas—Nov 2!Read more >

Hospitals Burdened By PBGC Premiums Have Solutions Available

John Lowell, Atlanta-based partner and actuary for October Three, shares solutions for health care organizations to possibly decrease their PBGC premium payments.Read more >

Digital Nudges the Next Step in Improving Participant Retirement Savings

Professor Shlomo Benartzi, from the University of California, Los Angeles (UCLA), Anderson School of Management, says technology can be used immediately to improve retirement plan participation and savings rates.Read more >

A Formal Plan Can Help With Unexpected Retirement Expenses

More than one-quarter of retirees said basic living expenses in retirement were higher than they expected, a LIMRA study found.Read more >
Are 457(b) Plan Assets at Risk During an Acquisition?
“We are a private tax-exempt hospital that sponsors a 457(b) plan for select management or highly compensated employees. What would happen to the 457(b) if we were acquired by another entity? Will our 457(b) assets might be at risk in such a scenario?”Read more >

Goal Setting Improves Retirement Savings

Research from Lincoln Financial Group finds that participants who set goals are more likely to save more for retirement and more likely to feel confident about retirement—even in the face of competing priorities. Even when participants set a goal for one of their competing priorities, the study still finds a connection between goal-setting and higher retirement savings rates.Read more >

The Social Security Administration Announces COLA for 2018

Social Security and Supplemental Security Income recipients will see a 2% increase next year—the largest increase since 2012.Read more >

OneAmerica Expands Fiduciary Support Options

With 3(38) Flex, Mesirow Financial reviews both the line-up’s asset classes and investments and, if both meet Mesirow’s criteria, they will approve the lineup.Read more >

McDermott Launches Opinion Letter Program

The McDermott Retirement Plan Compliance Program is a new opinion letter and operational review program for individually designed 401(a) and 403(b) retirement plans, which will allow plan sponsors to document their plans’ compliance with tax code requirements.Read more >

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

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