(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
December 11th, 2015

Many 403(b) Sponsors Not Keeping Up with Fiduciary Duties

Many small 403(b) plan sponsors, especially, could use some help, a survey finds.Read more >

What Plan Sponsors Are Asking of Advisers

Data from RFP assistance provider InHub reveals why plan sponsors search for new plan advisers and what they ask for in the RFP process.Read more >
“Are 403(b) accounts insured in a manner similar to checking and savings accounts? Or is there some other type of insurance?”Read more >

‘Inflection Points’ Can Drive Targeted Communications

Communicating with defined contribution retirement plan participants when certain life events occur can help them with retirement readiness.Read more >

Even Affluent Fear Retirement Health Costs

Pre-retirees among all financial statuses have fears about health costs in retirement, but they are not having the conversations needed to plan.Read more >

Fee-Only RIAs Offer Sponsors More

Compared with other types of financial advisers, fee-only registered investment advisers (RIAs) offer more investment advice to participants, more support and more education to plan fiduciaries, according to a survey.Read more >

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2016 IRS Compliance Priorities Similar to 2015

Current Internal Revenue Service employee benefit plan examinations initiatives heading into 2016 match closely the priories announced for the year almost ended.Read more >

No Big Increase in the Cost of Christmas

“True loves” who follow all the steps of the song “The Twelve Days of Christmas” will only see a slight bump in cost from 2014.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 may 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.

DC Survey Report Now Available

The 2015 PLANSPONSOR Defined Contribution Survey is now available in print format. Consisting of 20 pages of data and analysis, the survey is based on extensive information captured from approximately 5,109 U.S. defined contribution plan sponsors.Read more >

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

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