(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 22nd, 2016

Auto Enrollment an Opportunity for Church Plans

Church plan legislation provides an immediate opportunity for plan sponsors to affect participant outcomes through auto enrollment; the effect of other provisions remains to be seen.Read more >

Retiree Health Costs Greater for Singles Than Couples

The largest spending differences between older singles and older couples occur in the case of home health care and nursing home stays, EBRI finds.Read more >
“Will any of the 2015 year-end legislation that was passed have an effect on my retirement plan?”Read more >

People who work with an adviser are twice as likely to be on track for retirement, John Hancock Retirement Plan Services found in its 2015 Financial Stress Survey.Read more >

Researchers found that for 92 cities, the unfunded pension liability as a percentage of revenue rises from 37% before GASB 68 pension accounting standards to 70% after.Read more >

ICI and SIFMA contend the DOL proposal for state-run retirement programs would result in a confusing patchwork of laws and other unintended consequences.Read more >

Great-West Targeted in Revenue Sharing Suit

Great-West, now doing business as Empower Retirement, has been accused of perpetrating a “revenue-sharing scheme” by one of its 401(k) clients.Read more >

In comments to the DOL, the ARA and Voya Financial say the DOL’s proposal for state-run retirement plans for private-sector employees will create a lack of uniformity.Read more >

PLANSPONSOR 2015 DC Survey Standouts

Eleven service providers will be recognized at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 31.Read more >

Will You Share Your Experience?

There are many topics and sessions to be discussed at the 2016 PLANSPONSOR National Conference. If you have interest in sharing your knowledge and expertise with your industry peers, please email Lucille Velander at lvelander@assetinternational.com by January 27 and let us know your preferred topic/conference session. If you do speak on a session we will provide you with one complementary night of accommodations at the conference hotel. The agenda is online for your review.Read more >

Apparently, some people still do not understand proper interview protocol, and each year employers report strange actions by interviewees.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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