(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 21st, 2015

Do Recordkeeping Systems Matter?

Recordkeeping systems are not as varied as they used to be, but there are still questions plan sponsors need to ask.Read more >

More Participants Find Provider Resources Helpful

A survey shows a significant jump in retirement plan participants’ perception of the helpfulness of provider resources for retirement planning, investing and saving. Which resources do they find most helpful?Read more >

School District Suffers Data Breach During Audit

A flash drive containing information about 403(b) or 457(b) plan participants that was given to an IRS agent was lost.Read more >
“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 >

403(b) Plan Sponsors Seeking Guidance

With all the nuances of the 403(b) market, sponsors can be at a loss for how best to operate their plan, and many must lean on providers, advisers and/or legal counsel to navigate the landscape.Read more >

Salisbury Stepping Down as CEO of EBRI

Dallas Salisbury will leave the Employee Research Benefit Institute (EBRI) after 37 years as CEO.Read more >

PLANSPONSOR Parent Company Appoints New CEO

Asset International, Inc. (AI), parent of PLANSPONSOR, announced the appointment of Joel Mandelbaum as CEO and President, and his purchase of a material investment interest in Asset International, Inc.Read more >

Taking Vacation Stresses Employees

Forty-six percent of employees surveyed say they worry about work while on vacation.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.

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

Advertising: advertise@strategic-i.com

Subscribe to (blines), click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund