(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
September 6th, 2019

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.Read more >

Court Dismisses Prohibited Transaction Claim in MIT Excessive Fee Suit

A federal court judge moved forward most claims, but granted summary judgment to Massachusetts Institute of Technology defendants for a claim alleging a prohibited transaction between MIT and Fidelity Investments.Read more >

Reducing Employee Panic About Health Costs in Retirement

Separating the amount of premiums and out-of-pocket expenses can help employees see more realistic expenses to plan for than a huge lump-sum number.Read more >
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

Sponsored message from Mercer

Investment Consulting Services for Not-for-Profit Healthcare Organizations

At Pavilion, we want to understand not only your investment portfolio but your underlying business and mission as well, so that we can best help you in building a better financial future for your organization.
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Barry’s Pickings: Meaning for DC Plan Participants of Decreases in Interest Rates

Michael Barry, president of O3 Plan Advisory Services LLC, explains how, in the long run, decreases in interest rates drive up costs for DC plan participants to provide themselves retirement income.Read more >

PSCA Offers Retirement Savings Communication Campaign Materials

PSCA’s new 401(k)/403(b) Day campaign can be used any time during the year and includes five pieces that highlight different retirement savings concepts.Read more >

Voya Financial Releases New TDF Solution

Voya Financial, Inc. announced that its retirement business has added a new target-date fund (TDF) solution. Designed by flexPATH Strategies Inc., MyCompass Index is now available to all of Voya’s retirement plan customers. The new solution is designed to address retirement needs of individual plan participants.Read more >

Break From the Grind: For the Class of 2023, Phones Are for Taking Pictures

Formerly the Beloit College Mindset List, the Marist College Mindset list for the entering college class of 2023 identifies what has always and never been true for them.Read more >

2019 PLANADVISER National Conference

One of the most anticipated regulations this year was the Securities and Exchange Commission’s Regulation Best Interest (Reg BI). On September 17, come hear Roberta Ufford, with the SEC’s Division of Investment Management, and Brad Bartels, with the SEC’s Division of Trading and Markets, discuss Reg BI and other timely topics, including the SEC’s new interpretation relating to the duties of advisers under the Advisers Act. The two will also discuss how the new rules and guidance may affect rollovers and rollover-related advice.Read more >

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

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