(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 19th, 2016

‘Finger Wagging’ Undermines Financial Wellness Programs

Just telling retirement plan participants to think long-term won’t do much to move the needle on retirement readiness.Read more >

DOL to Host Several Fiduciary Responsibilities Seminars

The agency announced seminars in five locations across the country.Read more >
The vast majority of TIAA clients who are now retired say they feel satisfied with life after work, including practically everyone in the group of respondents who started saving early.Read more >

Fiduciary Rule Action Steps for Plan Sponsors

The final fiduciary rule is aimed at advisers, but plan sponsors will be affected by changing relationships with providers, communication to participants and more.Read more >

Great-West Financial Introduces Great-West Investments

Great-West Financial announced the appointment of David L. Musto as the president of Great-West Investments, a newly created organization within Great-West Financial that will be the primary driver of investment and retirement income solutions for retirement savers, plan sponsors and their advisers.Read more >

How Does the DOL Fiduciary Rule Impact 403(b)s?

“I have received dozens of emails in my Inbox regarding the Department of Labor’s (DOL’s) final fiduciary rule. I realize that all these emails probably means that the new rule is important, but I don’t have time to sort through them all. As an Employee Retirement Income Security Act (ERISA) retirement plan sponsor, can the Experts give me the “Cliffs notes” on the new rule and how it affects me?”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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