(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 20th, 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 >

IRS Announces 2018 Contribution/Benefits Limits

The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $18,000 to $18,500. Read more >

Lifetime Income Options Would Help More Americans With a Secure Retirement

TIAA suggests other options for helping retirement plan participants with retirement readiness. 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

The Current State of Retirement Plan Litigation

Panelists at the 2017 PLANADVISER National Conference discuss the state of litigation in the retirement plan industry and lessons learned by lawsuit filings and court decisions. Read more >

DC Plans Need a Framework for Managing Operational Risks

When a retirement plan faces challenges, plan sponsors tend to focus on shortcomings in oversight of investment, market or longevity risks. But, Segal Marco Advisers says, as public sector defined contribution (DC) plans continue to grow in size and complexity, sponsors need to look closer at operational risk: the risk of loss resulting from external events or failed internal processes. A public sector letter from Segal Marco, “Operational Risk Is the Achilles’ Heel of Defined Contribution Plans,” offers a framework for identifying and managing these risks. Read more >

ERISA Suit Targeting MIT Partially Dismissed in District Court

The district court decision spells out a number of caveats impacting this type of Employee Retirement Income Security Act (ERISA) litigation, explaining why it is dismissing some claims while permitting others to go to a full trial. Read more >

Different Generations Require Different Communication Strategies

L. Rita Fiumara from UBS shared generation-specific insights that can help shape retirement plan communications. Read more >

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

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

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