(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 14th, 2015

Those Closest to Retirement Feeling Unprepared

The percentage of Boomers feeling extremely or very confident they will have enough money to last throughout retirement has declined significantly, to 27% of Boomers in 2015 from almost four in 10 in 2011.Read more >

A Plan Sponsor Injects Fun into Employee Wellness

To get employees to focus on healthy lifestyle behaviors, you have to have convenient and fun programs, says Carrie Camin, at Methodist Health Systems.Read more >

Data-Driven Outcomes

How do data analytics work, and how can sponsors use such tools to perfect their plans?Read more >

Initiative Seeks to Help Participants Investigate Plans

A former SEC attorney says retirement plan participant lawsuits don’t benefit anyone, and he has launched a new initiative designed to hold plan sponsors accountable for their actions.Read more >

Michigan High Court Approves Changes to Teachers Pensions

The Michigan Supreme Court has ruled that pension changes made in 2012 which require school employees to elect either to contribute 3% of salary to pre-fund health care benefits or forego retiree health care in lieu of a 2% matching contribution into the state’s defined contribution plan are constitutional.Read more >

Calmer Perspectives About Fee Case

Despite enormous industry attention paid to the case, some attorneys say a pending Supreme Court decision in retirement plan fee litigation may not be so impactful after all.Read more >

Is Auto Portability the Next Big Thing?

Retirement Clearinghouse (RCH) hopes it newest service innovation will have as big of an impact on retirement plan participant outcomes as the introduction of auto-enrollment.Read more >

Who Is the Plan Administrator?

“Do the Experts know who/what is the Plan Administrator? The 5500 requests a signature of the Plan Administrator, but otherwise I do not see a reference to this term anywhere. Is it a plan fiduciary? Some other person or entity? Can it be a third party?”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

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

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