(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
February 9th, 2016

DB Plan Better for Teachers (at least in California)

Not only are California’s educators better off with the CalSTRS [California State Teachers’ Retirement System] defined benefit Program, but schools greatly benefit from the reduced work force turnover, according to a recent U.C. Berkeley study, “Are California Teachers Better Off With a Pension or a 401(k)?”Read more >

Employees Value Overall Financial Help from Employers

More than three-quarters (78%) of employees say they would choose to join a company that offered financial health benefits over one that didn’t.Read more >
PLANSPONSOR is recognizing recordkeeper representatives who offer first-class service and support to their clients.Read more >

TDFs Post First Annual Loss Since 2008

Positive fourth-quarter performance was not enough to pull target-date funds out of negative territory in 2015, according to the Callan Target Date Index.Read more >

‘Most Generous’ Analysis

Our researchers claim there are seven aspects of retirement plan design that make for a generous (or not so generous) plan sponsor.Read more >

Arnerich Massena Adds Consultant for Nonprofits

Corrie Oliva has joined independent investment advisory Arnerich Massena Inc. as a consultant in institutional services. She will provide consulting services to corporate, public and nonprofit clients.Read more >

Calculating 15-Year Catch-Up Elections

“I am attempting to calculate the 15-year catch-up election for a participant in our 403(b) plan. I have the participant’s entire history of elective deferrals necessary to complete the calculation, but had some questions as to whether there are any deferrals I should exclude, such as past deferrals under the 15-year catch-up election, or past deferrals under the age-50 catch-up election. Are all deferrals included, or are some excluded?”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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