(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 24th, 2017

2017 Defined Contribution (DC) Survey Extended Through November 3!

There is still time to join thousands of plan sponsors who have responded to our annual survey of defined contribution plan design trends and recordkeeper satisfaction. Don’t miss this opportunity to benchmark your plan or nominate your recordkeeper/account service team for our annual Best in Class awards. Results from the survey will be shared with all respondents after the survey close and will be published in PLANSPONSOR magazine throughout 2018, so please consider responding today!Read more >
Which Expenses Can Be Reimbursed From Plan Assets?
“How do we determine which expenses are appropriate to be reimbursed from plan assets, and which expenses should not be reimbursed?”Read more >

IRS Issues Memorandum on Plan Loan Cure Periods

IRS says missed repayments can be addressed in the following quarter or that participants can refinance a loan, but that it will still be due on the original due date.Read more >

What Is a True-Up Match?

Though not a required contribution, defined contribution (DC) plan sponsors may want to offer a true-up match to help participants maximize their savings for the year.Read more >

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

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