(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 26th, 2016

Researchers Revisit Income Replacement Rate Calculation

The old concept of income replacement rate is simple, but may omit significant factors.Read more >

Bogdahn Group Adds Investment Consultant

Al DiCristofaro has joined the Bogdahn Group, an institutional investment consulting firm with a specific expertise in public plans, including 457(b), 401(a) and 403(b) plans.Read more >
While typing is not exactly exercise, it does burn calories. Since many of us spend a portion of our days sitting and typing on a computer, wouldn’t you like to know how many calories that burns?Read more >
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 >

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 >

Issues with Recordkeeper Transitions

“We are changing recordkeepers for our Employee Retirement Income Security Act (ERISA) 403(b) plan and have been informed that there will be a ‘blackout’ period  where the participants will not be able to access their accounts for up to two weeks while the assets are being transferred from the custodial account of the old recordkeeper to the custodial account of the new one. Are such ‘blackout’ periods unusual, and is there anything else about which I should be aware during the conversion process?”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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