(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 20th, 2019

What Safe Harbors Are Available to Retirement Plan Sponsors?

Safe harbor provisions protect Employee Retirement Income Security Act (ERISA) retirement plan sponsors from liability. That’s one good reason to understand them. Read more >

2020 Awards Nominations Are Open

PLANSPONSOR has opened the nominating process for the annual PLANSPONSOR Plan Sponsor of the Year and Retirement Plan Adviser of the Year awards. If you work with or for, or know of, a great plan sponsor, plan adviser or plan adviser team, please help us recognize the best in the business. The deadline for the Plan Sponsor of the Year awards nominations is November 8. Read more >

ICMA-RC Fighting for CIT Availability for 403(b)s

Sponsors of 403(b) plans are not able to use low-cost collective investment trusts in their plans as are their 401(k) counterparts. ICMA-RC is working to change this. 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@issgovernance.com with Subject Ask the Experts

Health Care a Top Concern to Address in Financial Wellness Programs

Surya Kolluri, with Bank of America, says financial wellness should be thought of in the broadest way, with an eye toward how employees live their lives; this includes health care and caregiving efforts. Read more >

Sidecar Savings Accounts Create Current and Future Financial Security

As corporate America considers its practical and moral obligations to employees, a logical place for it to focus is on helping each one become more financially secure—both now and post-employment. Read more >

MassMutual Offers Retirement Plan Enrollment App

MassMutual’s RetireSMART Mobile App not only allows users to enroll in their employer’s DC plan, but also to determine how much to contribute from each paycheck and then select their investments. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@issgovernance.com

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