(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
January 6th, 2015

Time to Focus on Gen X Retirement Readiness

The oldest members of Generation X are turning 50 in 2015, and there is a significant problem that plan sponsors and advisers can help with.Read more >

Court Rejects Another Sponsor’s Church Plan Status

A federal district court has found the defined benefit (DB) retirement plan of Advocate Health Care Network and its subsidiaries is not a “church plan” under the Employee Retirement Income Security Act (ERISA).Read more >

TIAA-CREF Offers Framework for Assessing Plan Fees

A new paper from TIAA-CREF outlines a process for evaluating the reasonableness of retirement plan fees.Read more >

Ask the Experts – 457 Plan Transfers

“I work at a private university and we recently had an employee who had a 403(b) and 457(b) plan account with us leave for another private university. He wants to move all of his funds to his new university plans. We have no issues with the 403(b) plan, but are having difficulty accommodating his request for the 457(b) plan since rollovers are not permitted from that plan. Is there any other way to accommodate his request?”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

Subscribe to (blines), click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund