(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 29th, 2017

IRS Announces Revised VCP Forms

Last year, the Internal Revenue Service (IRS) updated the comprehensive system of correction programs for sponsors of retirement plans. Read more >

IRS Allows for Effective Date Addendums for 403(b) Plan Documents

Generally, the overall effective date for 403(b) pre-approved plans are plan years beginning on or after January 1, 2010, but this raises issues for certain plan sponsors. 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

Not-for-Profit Plan Sponsors, Participants Could Use More Lifetime Income Education

In-plan lifetime income options are offered by more than half of not-for-profit plan sponsors surveyed, but among those that don’t, misconceptions exist. Read more >

Investors Fear Portfolios Not Diversified Enough to Protect Against Volatility

A recent survey found that across generations, investors are almost equally concerned that their returns won’t secure adequate retirement savings. Read more >

Millennials Facing Financial Struggles, Fear of Investing

Although 58% of Millennials surveyed said they are saving enough for retirement, 46% say they have significant debt, and 53% say they will “never be comfortable investing in the market.” Read more >

SPARK Releases Best Practices for Cyber Security Capability Reporting

The best practices tell retirement plan recordkeepers how they should report their cyber security capabilities to plan sponsors and advisers. Read more >

ICMA-RC Opening Investments to Private Sector

“We expect that making the Vantagepoint Funds available to private-sector employers will benefit public-sector plan sponsors through asset growth, which is likely to produce economies of scale,” says ICMA-RC president and CEO Bob Schultze. Read more >

Vanguard Revamps Online Experience to Boost Retirement Readiness

One of the first indicators investors will see on their new home page is a personalized recommendation for improving retirement readiness. Read more >

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

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

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