(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 26th, 2017

2017 Target-Date Fund Buyer’s Guide

In the universe of target-date funds (TDFs), the use of strategic or tactical allocation is increasingly being discussed, with emphasis on how TDF managers respond in difficult market cycles, sources say. Read more >

Recently, PLANSPONSOR changed web platforms and the new platform requires a registration to view certain content, including feature articles, magazine articles and PLANSPONSOR research. The registration is free. Read more >

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 >
ASK THE EXPERTS
Loan Defaults and Military Leaves of Absence
“I have a question regarding the ‘cure’ period after which a retirement plan loan would go into default in relation to a military leave of absence.” Read more >

Case Against University of Pennsylvania 403(b) Plan Dismissed

A federal court judge basically found many of the allegations stated normal business practices and the plaintiff did not offer enough arguments to support her claims. Read more >

Sponsors More Focused on Their Fiduciary Responsibilities

Due to regulatory uncertainty and increasing litigation from plan participants, retirement plan sponsors have become more proactive about their fiduciary responsibilities, Deloitte found in its Annual Defined Contribution Benchmarking Survey, based on a survey of 240 sponsors. Read more >

Parents Sacrificing Retirement Savings to Pay for Children’s College

Children’s education is the second most common reason parents tap retirement savings, a survey found. Read more >

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

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

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