(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 17th, 2015

Communicating About Multiple Retirement Plans

Managing multiple retirement plans can get tricky—especially when different groups of employees are in different plans.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

Beyond Auto-Enrollment: Managed Accounts and Advice

The second in a series of articles about how to boost retirement plan participant engagement and outcomes beyond automatically enrolling employees.Read more >

Voya Asks DOL to Ease Up on Fiduciary Rule

The financial firm says the proposal has “unduly complicated” provisions.Read more >

ERISA Plans Not Safe from Certain Garnishment

A federal court has found a retirement plan participant’s plan balance can be garnished for money owed to the U.S. government.Read more >

Sponsored message from MassMutual

Eric Weitsma, SVP of Retirement Services, Sales and Worksite Education with MassMutual discusses Plan Health, Financial Wellness and the Convergence of Benefits with Alison Cooke Mintzer, Editor-in-Chief of PLANSPONSOR.Read more >

Measuring Plan Health Can Boost Retirement Readiness

MassMutual’s data from March 31, 2013 to December 31, 2014 found that participants at employers who participated in the PlanALYTICS program increased their deferral savings rates by 17.1% compared to 1.1% of those not enrolled in the program.Read more >

Retirement Improves Health

Health and life satisfaction improve in retirement, at least in the initial few years.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 will 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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