(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 18th, 2015

Report Says DC Plans at Least as Efficient as DBs

Analyses of the cost effectiveness of defined benefit (DB) plans ignore pension debt, according to one researcher.Read more >

Considering Public Plans for Private-Sector Workers

The Department of Labor (DOL) will publish a proposed rule clarifying how states can move forward in creating retirement plans for private-sector workers, but will this solution create new problems?Read more >
While establishing processes to comply with IRS regulations, a school district in Illinois decided it wanted a better plan for itself and plan participants.Read more >

Managing Participant Reactions to Market Volatility

Market volatility has led to wild equity price swings in recent weeks, but experts urge retirement plan sponsors to ask their advisers to counsel participants to remain invested and level-headed.Read more >

ICMA-RC Adds Transaction Processing to Mobile App

ICMA-RC recently enhanced its mobile application for public-sector retirement plan participants, making it easier for them to conduct transactions and access financial education and tools from their mobile devices.Read more >

What Is a Financial Wellness Program?

“I keep hearing about the concept of financial wellness, but I am not quite certain what it means. Is a financial wellness program similar to our employee wellness program, but for retirement?”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 will 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.

PLANSPONSOR’s 2015 403(b)/457 Buyer’s Guide

PLANSPONSOR’s 2015 403(b)/457 Buyer’s Guide shows the providers who service these two markets, what they focus on in terms of market segment, and the services they provide to plan sponsors.Read more >

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

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