(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 14th, 2015

Indemnification in Provider Contracts

Retirement plan sponsors should ask for indemnification clauses when they enter into contracts with service providers and retirement plan advisers, experts say.Read more >

Traditional Retirement Age Becoming Extinct

Working Americans expect to retire at an average age of 68—a full decade later than when current retirees left the work force, according to Northwestern Mutual’s “2015 Planning & Progress Study.”Read more >

Retirement Shortfalls and Cooler Markets

Why are older Americans’ retirement income shortfalls everyone’s problem?Read more >

DOL Clarifies Annuity Selection Safe Harbor

In a Field Assistance Bulletin, the Department of Labor (DOL) answers questions it has received about the fiduciary selection safe harbor regulation for defined contribution (DC) plans.Read more >

Report Rounds Up Retirement Reform Needed

A working group established by the Senate Committee on Finance shows support for a number of proposals to reform the American retirement savings system.Read more >

Bank of America Merrill Lynch Launches Longevity Training

The program for HR and benefit plan professionals helps them understand issues facing all generations in the workforce.Read more >

Firm Rolls Out Voluntary Financial Wellness Benefit

Four Seasons Financial Education has created an employee-paid financial wellness program.Read more >

RIA Issues eBook About TDF Best Practices

A new ebook discusses best practices for evaluating and selecting a target-date fund (TDF) series for defined contribution plans.Read more >

Nondiscrimination Testing Required for 403(b)s

“What types of nondiscrimination tests are required for 403(b) plans? For example, is a top-heavy test required?”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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