(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 3rd, 2017

2018 Annual Plan Sponsor and Adviser Award Nominations Are Open

Nomination forms for the 2018 PLANSPONSOR Plan Sponsor of the Year awards and Retirement Plan Adviser of the Year awards are now available.Read more >

OneAmerica Launches Tax-Exempt Center of Excellence

The website offers digital tools, videos, tutorials and more to help plan sponsors in the tax-exempt field raise the retirement readiness of their participants.Read more >
403(b) Contributions for No-Compensation Clergy
“Because he has another source of income, a clergy member has agreed with his church not to take a salary for his work there. However, may his church make a retirement plan contribution on his behalf to the denominational 403(b) plan?”Read more >

Millennials Need Retirement Planning Help

The Insured Retirement Institute (IRI) has published a new analysis of the investing and savings habits of the Millennial generation, finding many are “saving for what they see as the biggest benefit of being retired,” which for this generation is “freedom.” However, IRI President and CEO Cathy Weatherford, observes, “While Millennials are saving, most are not planning.”Read more >

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

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