Products June 28, 2007

Consulting Firm Launches 403(b) Sponsor Education Series

June 28, 2007 (PLANSPONSOR.com) - Cammack LaRhette Consulting has announced the launch of its 403(b) Learning Series to help plan sponsors better understand their responsibilities and better manage their retirement plans.
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The 403(b) Learning Series will begin with a range of articles written by both Cammack LaRhette’s consulting staff and by guest authors, according to the announcement. The series will cover topics such as how instituting a fiduciary due diligence process gives employers the ability to provide meaningful oversight to their investment providers, improve fund performance and employee satisfaction with the plan; and how the consolidation of 403(b) service providers can allow an organization to use participants’ aggregate plan assets to bring down fees and administrative expenses. 

Additional articles in the series will include:

  • “What’s In, What’s Out,”
  • “Am I a Fiduciary?” 
  • “Top Plan Sponsor Mistakes,”
  • “Too Many Funds,” and
  • “Fee Disclosure.” 

The consultant said it will provide an analysis of what a plan sponsor needs to do to comply with the new 403(b) regulations as soon as they are issued (See IRS Delays Implementing 403(b) Regs to 2008 ). Workshops and other meetings are also planned to help employers learn how the regulations will affect their retirement plans and what actions they should take.

The 403(b) Learning Series will be available on Cammack LaRhette’s Web site, www.clcinc.com , starting Friday.

In more 403(b) news, the IRS recently announced the expansion of its 403(b) Universal Availability Project to ensure public schools across the nation are complying with 403(b) coverage rules (See IRS Continues Project to Ensure Compliance with 403(b) Coverage Rules ).

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