(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 29th, 2017

Reversing the Order of the Typical Recordkeeper Search

Researchers with J.P. Morgan Asset Management recently sat down with PLANSPONSOR to offer an early view of an interesting new case study, “Reverse the Search.” Charlie Cote, head of Retirement Link Sales at J.P. Morgan Asset Management, says the time has come to rethink the “conventional approach” to recordkeeper searches, which separates the effort into two phases: “First, choose the recordkeeper. Then, choose a QDIA solution.” As laid out in the J.P. Morgan research, an alternative that may be better suited for today and tomorrow’s recordkeeping/investing market is to “reverse the order of the search.”Read more >

Searching for Answers

Are participants passing their own larger, individualized tests on retirement preparedness? The answer to this question is hinted at in the 2017 PLANSPONSOR Participant Survey.Read more >
Is an Irrevocable Election Not to Participate Truly Irrevocable?
“I actually have two questions if the Experts can indulge me! I know that a mandatory contribution to a 403(b) plan must be made a) as a condition of employment, or b) pursuant to a one-time irrevocable election whether or not to participate by the employee at the time of initial eligibility to participate in the salary reduction agreement. One question is, does irrevocable truly mean irrevocable?”Read more >

Who’s Working for You?: The SPARK Institute

In a series of articles, PLANSPONSOR is focusing on industry groups that work for retirement and health plan sponsors to protect them from onerous burdens and help them with plan design. In this article we focus on The SPARK Institute.Read more >

After Seven Years of Declining, DC Fees Remain Flat

Defined contribution (DC) plan fees—including recordkeeping, trust and custody fees—remained flat this year, NEPC found in a survey. The median fee per participant is $59, just a slight increase from $57 in 2016. This follows the previous seven years when the fees declined.Read more >

OneAmerica Names West Coast Relationship Executive

Neil Garrett has joined OneAmerica as a relationship executive serving the West Coast region. He will be based in the company’s San Diego office.Read more >

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

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