(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 16th, 2015

PLANADVISER Advisers’ Choice Award Winners

PLANADVISER announced the winners of the second annual Advisers’ Choice Awards, to be handed out at its annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner, to be held March 31 at Pier 60 of the Chelsea Piers in New York City.Read more >

Investing Considerations for Nonprofit Health Care Systems

Consulting firm Mercer has released a list of ten investment priorities for not-for-profit health care organizations.Read more >

Hispanics Work Harder for Financial Future

Hispanics work harder to secure their financial futures, compared to the general population, according to a MassMutual survey.Read more >

Participants Want Estimate of Lifetime Income

A majority of respondents to a survey said they want their retirement benefit statements to provide an estimate of lifetime income.Read more >

DOL Explains Drop in Enforcement Collections

The DOL’s Employee Benefits Security Administration says a substantial year-over-year drop in the agency’s reported collection totals for 2014 is the result of a change in reporting technique.Read more >

Texas Adviser Affiliates with PlanMember Services

Shane Hall Financial has partnered with PlanMember Securities Corporation as a PlanMember Financial Center. The affiliation expands retirement investment planning and financial education opportunities for educators and employees of non-profits in the West Texas Region.Read more >

Managers Report Inappropriate Worker Behavior

It wasn’t just bad manners or ethics, but a lack of business sense was revealed in specific scenarios reported by respondents to a recent survey: One manager stated that his employee met him at a lawyer’s office from whom they were trying to solicit business, wearing jeans and sandals with no socks on.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

Advertising: advertise@strategic-i.com

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