(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 13th, 2015

Phased Retirement Can Benefit Workers and Employers

Several reasons have contributed to the growing idea that retirement may be a phase that stretches over several months or helps people prepare for a second act, says Kerry Hannon, careers expert at AARP.Read more >

Church Dials Back Lawsuit Against J.P. Morgan

An Indianapolis church has dropped two of five charges against its former outsourced-CIO (OCIO) J.P. Morgan, which it sued last August following asset losses and fee hikes.Read more >

Health System’s Plan to Terminate Pension Halted

A judge has issued multiple restraining orders to prevent the Singing River Health System from terminating its pension plan for employees.Read more >

Court Lays Out Rules for Partial Plan Termination

Staff reductions over several years must be related to be considered together when deciding if a partial plan termination occurred, a federal appellate court has ruled.Read more >

Commonfund Enhances Investment and Risk Teams

Commonfund, an investment manager for institutional investors, hired Brian Rondeau, CFA, as director of Risk Management and Alex Gurvich as director of Commonfund Asset Management Group.Read more >

A New Tool for Educating and Engaging Participants

Plan sponsors and participants alike report dissatisfaction with the way the retirement plan industry educates and communicates, according to Laurie Rowley, president of National Association of Retirement Plan Participants (NARPP).Read more >

Ask the Experts – Prepare for 2014 Form 5500 Change

“I understand that the new 2014 5500 form/instructions have been issued. Are there any changes that would apply to 403(b) plans?”Read more >
Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@strategic-i.com with Subject Ask the Experts

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

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