(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
April 3rd, 2015

PSOY Profile: Gillette Children’s Specialty Healthcare

“On the one hand, we felt good we were giving a discretionary contribution to all employees, but we saw that the plan design was not encouraging people to save enough,” says Kit Brady, vice president of human resources, education and guest experience at Gillette Children’s Specialty Healthcare.Read more >

J.P. Morgan Offers Updated Guide to Retirement

A wide range of factors can cause people to retire earlier than expected, new J.P. Morgan research finds, but U.S. workers rarely plan for an earlier-than-anticipated retirement, and most overestimate their ability to work beyond age 62.Read more >

Don’t Leave the IRS Hanging on Voluntary Corrections

The Employee Plans Compliance Unit (EPCU) of the Internal Revenue Service (IRS) conducted a Voluntary Compliance Follow-Up project to determine if plan sponsors completed the corrections they agreed to in their Voluntary Correction Program (VCP) compliance statements.Read more >

Records to Keep for Loans and Hardship Withdrawals

The Internal Revenue Service (IRS) reminds Employee Retirement Income Security Act (ERISA) retirement plan sponsors it is up to them to track loans and hardship withdrawals.Read more >

DOL Requests Continued Authority for Fee Disclosure Collection

The Department of Labor (DOL) has sent an information collection request to the Office of Management and Budget (OMB) asking for an extension of approval to collect fee information from service providers.Read more >

Cammack Retirement Adds to Investment Team

Three new hires will conduct fundamental investment analysis, selection, evaluation, and monitoring of investments for Cammack Retirement’s clients.Read more >

Workplaces Getting in on the Game

Recent surveys show a significant number of workplaces participate in NCAA Tournament office pools, but according to the CareerBuilder survey, sports is not the only thing on which workers bet.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

Advertising: advertise@strategic-i.com

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