(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 25th, 2016

Uncovering a Blind Spot

By now you have probably heard it can cost employers substantial money when their employees cannot afford to retire and instead stay on the job. But most likely you have not figured out what that means for your company’s future bottom line—and you should.Read more >

IRS Relaxes Loan and Hardship Procedures for Hurricane Matthew Victims

The Internal Revenue Service (IRS) announced that defined contribution (DC) employer-sponsored retirement plans can make loans and hardship distributions to victims of Hurricane Matthew and members of their families.Read more >

Americans Concerned About Investments Following Election

A BlackRock survey found nearly two-thirds (63%) of Americans say the election has impacted their investment choices in the past year, and three quarters believe the upcoming election will have a higher effect on personal investment decisions.Read more >

Investment Managers Expect Election to Create More Volatility

Investment managers anticipate a rise in market volatility as the U.S. presidential election approaches, and many expect to modify their portfolios once Americans decide who the new president will be, according to Northern Trust Asset Management’s quarterly survey of investment managers.Read more >
Stable Value Funds Versus Separate Accounts
“In reviewing our Employee Retirement Income Security Act (ERISA) 403(b) retirement plan, the written materials indicated that our stable value fund is a separate account, but the investment provider, an insurance company, has informed me that it is not in fact an account that contains only the assets of our plan, which is what my understanding of what a separate account should be (at least based on my experience with a prior employer). So why is ‘separate’ not truly separate in this case?”Read more >

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

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