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

PLANSPONSOR Defined Contribution Survey Open

Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest and most important research project of the year, but we need your help for it to be a success. Please consider responding by the October 5 deadline. Read more >

403(b)s Show Improvement in Use of Considered Best Practices

More are using automatic plan features, fiduciary advisers and investment policy statements, PSCA finds. Read more >
ASK THE EXPERTS
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

Sponsors Must Submit IRS Voluntary Correction Program Docs Digitally

According to Internal Revenue Service (IRS) Revenue Procedure 2018-52, in general, beginning April 1, 2019, plan sponsors must use the www.pay.gov website when filing a voluntary correction program (VCP) submission and paying applicable user fees. Read more >

Using Detailed Plan and Participant Analytics Can Improve Retirement Readiness

Willis Towers Watson believes plan-wide statistics on mean or median participation rates, balances or contribution rates measure aggregate data on all participants but offer little in the way of insight into retirement adequacy and meaningful benchmarks for individuals or segments of the population. The firm offers an example of how more detailed analytics will help plan sponsors develop objectives and an overall plan strategy that foster retirement readiness. Read more >

USI Selects Retirement Services VP

USI Consulting Group announced that Duc Le has been named vice president of retirement services, based in St. Louis, Missouri. In this role, Le will be responsible for leading the business development activities for USI Consulting Group’s defined benefit (DB) and defined contribution (DC) practices in Kansas and Missouri. Read more >

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

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

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