(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 16th, 2016

Is It Time for a DC Plan Overhaul?

Investment provider SEI takes a look at the coming retirement crisis in its new report, “Do DC Plans Need to Be Redesigned?” The 2016 Defined Contribution Outlook especially scrutinizes what plan sponsors expect out of their plans.Read more >

Understanding Your Provider’s Retirement Readiness Formula

How much do you really know about your provider’s methodology for making participant retirement readiness projections?Read more >
Higher education institutions that partner with retirement plan advisers or consultants have more effective retirement benefit programs.Read more >

Lincoln Financial Adds Sales Director

Ray Jambois has joined Lincoln Financial Group as sales director for the North Central region on its institutional retirement distribution team. Jambois is responsible for working with consultants and advisers who service the 401(k) and 403(b) markets.Read more >

Encourage Participants to Claim the Saver’s Credit

Retirement plan sponsors can play an important role in raising awareness about the Saver’s Credit.Read more >

Moving to Limit Loans

“Our plan currently allows for unlimited loans from a participant’s entire account balance. Due to concerns regarding overutilization, we are looking to restrict the number of loans that a participant may have outstanding. Any hints from the Experts as to how to best construct such a policy?”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

Advertising: advertise@strategic-i.com

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