(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 30th, 2019

Editor’s Note

Have a great holiday weekend! (b)lines will be back in your Inbox Tuesday.

Court Remands Case Over OSF Healthcare’s Church Plan Status

The 7th Circuit found a district court was hasty in granting summary judgment to the health care system before all discovery was obtained to prove or disprove the plaintiff’s arguments.Read more >
ASK THE EXPERTS
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

2019 PLANSPONSOR Defined Contribution Survey Open

Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest and most important research project of the year, and it is a great benchmarking tool for DC plans. Please consider responding by the September 27 deadline.Read more >

Plan Sponsors Making Plan Changes to Help Employees Save More

They are turning to plan advisers for help with making plan design and investment changes.Read more >

Want Workers to Retire on Time? Match Job With Mental Capacity

While employers may not want employees to work past retirement age, they also may not want to lose workers forced to retire early. Research suggests companies must be aware of how employee health can be negatively affected by the demands placed on them.Read more >

BrightPlan Designs Personal Financial Wellness Platform

The tool creates separate financial wellness reports for employees and their employers.Read more >

Break From the Grind: Being a Morning Person Boosts Productivity and Income

However, what early risers do in the morning was shown by a survey to have an effect on income.Read more >

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

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