(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
August 4th, 2015

Terminated Participants Are Still Participants

Employee Retirement Income Security Act (ERISA) plan sponsor responsibilities to a retirement plan participant do not end when the participant terminates employment.Read more >

Tech Firm Says Calculators Can Improve Savings

One key to better engagement in the retirement savings effort is improving knowledge about how assets and liabilities accumulate, according to financial technology provider SmartAsset.Read more >
Match Contributions Help Boost Savings
Retirement plan sponsors need to fully understand the power of making a match contribution and how it can boost participants’ engagement in the plan, says Hearts & Wallets.Read more >

Retirement Industry People Moves

Lincoln Financial Group has named Jamie Ohl president of its retirement plan services business.Read more >

Why Conduct an RFP for a Recordkeeper?

“Why should I conduct a request for proposals (RFP) for a recordkeeper for my retirement plan?”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 NQDC/457(f) Buyer’s Guide

The 2015 PLANSPONSOR Nonqualified Deferred Compensation (NQDC)/457(f) Buyer’s Guide questionnaire was completed in May by providers of NQDC plan administrative services.Read more >

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

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