(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 21st, 2015

Choice a Detriment to Public Worker Retirement Savings

Research suggests that public employees who have their pension benefits reduced will not likely improve savings behaviors to make up for it.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

Nonqualified Plans Prevalent at Health Care Organizations

Executive benefits continue to be a strategic component of total rewards programs for health care executives, Mercer finds.Read more >

Understanding Glide Paths

An analysis of the PLANSPONSOR 2014 Defined Contribution (DC) Survey reveals certain characteristics of plan sponsors that use target-date funds, based on whether these are “to” or “through” funds.Read more >

School District Adviser Affiliates with PlanMember

The firm provides retirement investment planning and financial education opportunities for educators and employees of nonprofits in Daytona Beach and Central Florida.Read more >

Ask the Experts – Due Diligence Before Mergers

“I work at a health care facility where we are considering merging with another facility. What sort of due diligence should I be conducting with respect to the retirement plans sponsored by each entity?”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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