(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 1st, 2016

2015 DC Survey Best in Class Awards

PLANSPONSOR’S much anticipated annual Defined Contribution Survey measures and evaluates the satisfaction levels of 401(k) and other DC providers according to feedback from their plan sponsor clients. “Best in Class” awards are based on the average rating received in each of 23 service attributes, with the three highest-scoring providers earning Best in Class awards and those providers with an average score above the asset group’s benchmark score being deemed Best in Class.Read more >
ASK THE EXPERTS
“I have read a number of articles lately promoting the benefits of making after-tax contributions to a retirement plan and rolling such contributions over to a Roth IRA at retirement. Does it work?”Read more >

2016 PLANADVISER Top 100 Plan Advisers

The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, he had to submit a completed entry to our 2015 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.Read more >

Glassdoor has combed through hundreds of thousands of interview questions shared by job candidates over the past year to compile its annual list of the Top 10 Oddball Interview Questions.Read more >

2016 PLANSPONSOR Retirement Plan Advisers of the Year

The 2016 PLANSPONSOR Retirement Plan Advisers of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Retirement Plan Adviser of the Year winners announced last night included: Individual: Jania Stout, Fiduciary Plan Advisors; Small Team: The Catanella Institutional Team of UBS; Large Team: Newport Capital Group; and Mega Team: Alliance Benefit Group Financial Services, Corp.Read more >

2016 PLANSPONSOR Plan Sponsors of the Year

The winners of the 2016 PLANSPONSOR Plan Sponsor of the Year awards show a commitment to their participant’s financial health and retirement success, and are leaders in their respective categories. All maintain best practices in plan administration, with outcomes for others to emulate.Read more >

David Levine and David Powell, with Groom Law Group, and Michael A. Webb, vice president, Retirement Plan Services, Cammack Retirement Group, will field your questions concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers may be printed in future (b)lines. This feature is to provide general information only, does not constitute legal advice, and cannot be used or substituted for legal or tax advice.

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

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