(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 28th, 2016

Retirement Plan Deferral Limit Unchanged for 2017

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017 in Notice 2016-62. The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan remains unchanged at $18,000.Read more >

Plan Sponsor of the Year Nomination Deadline Approaching

The deadline for making nominations for the 2017 Plan Sponsor of the Year awards is November 4.Read more >

Addressing the Most Serious DC Plan Leakage Problem

Providers, industry groups and regulators agree efforts are needed to reduce defined contribution retirement plan cashouts.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

Providence Health Agrees to Settle Church Plan Challenge

Provident Health & Services has agreed to pay $351 million to settle a lawsuit challenging the church plan status of its pension plan.Read more >

NTSA Supports Extending Fiduciary Rule to Governmental 403(b)s

The National Tax-deferred Savings Association (NTSA) has formally affirmed its support for a fiduciary standard for all not-for-profit organizations, and the extension of the Labor Department’s fiduciary rule to governmental 403(b) plans and participants.Read more >

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

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