(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 25th, 2015

Can K-12 403(b)s Find a Balance?

There’s been a tug of war, of sorts, over the best design for K-12 school district 403(b) plans, but some say they should strike a balance between old and new.Read more >

PLANSPONSOR National Conference Highlights

In early June, hundreds of retirement plan sponsors and industry experts attended our 10th annual PLANSPONSOR National Conference. Read on for highlights from the conference, the results from audience polls and favorite conference tweets.Read more >
A school district reports that a flash drive containing information about 403(b) or 457(b) plan participants that was given to an IRS agent was lost.Read more >

MetLife Offers Retirement Planning Resources

The “MetLife 3 R’s to Retirement” campaign and website offer resources and guidance to public school district employees.Read more >

The Difference Between QPSAs and QJSAs

What is the difference between a QPSA and QJSA?”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