(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 10th, 2015

Survey Reveals Why 403(b) Plans Need Advisers

Fewer than half (46.7%) of organizations use an independent retirement plan adviser separate from their service provider, according to the 2015 403(b) Plan Survey from the Plan Sponsor Council of America (PSCA).Read more >

Workplace the Right Place for Financial Education

Participants of a forum identified the workplace as a potentially effective venue for providing financial education and helping individuals improve their financial decisions.Read more >

More 403(b) Sponsors Contributing to Employee Accounts

The seventh annual benchmarking survey of 403(b) plans from the PSCA found a significant increase in the number of plans offering an employer contribution.Read more >

Nuances of 403(b) Plan Investment Menus

It’s not the only corner of the retirement planning market impacted by misunderstandings and half-truths, but managing 403(b) plan investment menus effectively requires some serious know-how.Read more >

Consider Auto-Escalation and Stretched Match

This is the first in a series of articles about how to boost retirement plan participation and engagement beyond automatically enrolling employees.Read more >

Participant Behavior Informs Empower’s New Website

An analysis of participant behavior after using features of Empower Retirement’s participant website reveals factors that drive participants to improve retirement savings behaviors.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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