(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 12th, 2016

Higher Ed Plans Increasingly Turn to Advisers

Institutions that partner with retirement plan advisers or consultants have more effective retirement benefit programs.Read more >

Managing Bond Investments When Interest Rates Rise

With interest rates expected to rise, should retirement plan sponsors make changes to bond investment choices?Read more >
California teachers do better with a defined benefit plan than a defined contribution plan, research shows.Read more >

Plan Corrections: Deferral Election

A participant wanted Roth deferrals, but his contributions were made pre-tax.Read more >

MassMutual Sued Over Stable Value Fund Fees

A 401(k) plan participant has filed suit against Massachusetts Mutual Life Insurance Company, alleging the firm collects tens of millions of dollars annually in undisclosed compensation due to the way it values the crediting rate for stable value funds offered to 401(a) and 403(b) retirement plans.Read more >

Mercer Releases 2016 Guide to Social Security

The Social Security guide and 2016 Medicare booklet can help employees with retirement planning.Read more >

Cost of Loving Index Remains Steady in 2016

Overall, romantics can expect to spend about the same to express their affections on Valentine’s Day this year, according to the 2016 Cost of Loving Index by Houston Asset Management.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.

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

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