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October 29th, 2019 Information & Insights for the 403(b) Community 2020 Plan Sponsor of the Year PLANSPONSOR is pleased to announce the 2020 Plan Sponsor of the Year winners. Court Recommendation Highlights Difficulty in Consolidating 403(b) Providers Although a judge said annuity relationships may be “akin to a hostage-type situation,” he still recommended the suit against Columbia University move forward. Ask the Experts Clergy Distributions That Can Be Treated as Housing Allowance “Can amounts from a 401(a) or 401(k) church plan distributed to retired clergy be treated as tax-free parsonage (housing) allowance? I thought only 403(b) plans could provide for such an allowance.” Points to Consider When Evaluating TDFs “Diversification should be happening on all levels," says Jake Tshudy, with SEI Institutional. Past Industry Exec Joins ICMA-RC ICMA-RC has named Lynne Ford as president and CEO effective November 4. Ford will succeed retiring President and CEO Bob Schultze. Groups Launch Fraud Sharing Database for Financial Services Firms FraudShare is a tool for reporting about the types and frequency of account takeover fraud occurring in the life insurance and retirement services industries. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 400, Rockville, MD 20850