(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 26th, 2016

Insights: Plan Design Innovation

How progressive or conservative is your retirement plan or investment committee? That’s the question we set out to evaluate in our annual special anniversary issue of PLANSPONSOR. And no, I don’t mean politically.Read more >

MassMutual, Envestnet Partner on Fiduciary Protection

Massachusetts Mutual Life Insurance Co. is launching Fiduciary Assure, fiduciary protection services and educational support for retirement plan sponsors, in partnership with Envestnet Retirement Solutions.Read more >
“An ‘age wave’ is coming that could either make or break America,” says Ken Dychtwald, CEO of Age Wave, and he wonders why presidential candidates are not addressing it.Read more >

Tips for Correctly Calculating 15-Year Catch-Up

“We have a ton of individuals utilizing the 15-year catch-up election in our 403(b) plan, and for that and other reasons, it would not be practical to eliminate it immediately. Until such point that we can get rid of this provision, do the Experts have any suggestions to maximize our chances that the calculations will be performed correctly?”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.

Sponsored message from Fidelity Brokerage Services, LLC NYSE, SIPC.

A New Investing Experience
Investing can be bumpy, especially for those investing on their own.Read more >

PLANSPONSOR 2016 Participant Survey

The 2016 PLANSPONSOR Participant Survey shows the good news is that participant needs have not changed measurably over the past three years, since this survey was launched, and many trends remain remarkably the same. The bad news, though, is that many participants are still struggling to secure a comfortable retirement.Read more >

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

Advertising: advertise@strategic-i.com

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