 |
|
|
|
|
July 24th, 2015 |
The Need for a Better K-12 Plan DesignLack of awareness,
pressure by vendors that want to maintain the status quo and limited provider
choice are hindering K-12 403(b) plan sponsors from consolidating vendors and
improving their plans.Read more > |
From Where Will the Retirement Paycheck Come?What do plan
participants believe is the most important information on their retirement plan
statements? It’s not income—according to data from Cerulli Associates, a
majority of participants (80%) say it’s their accumulated balance or investment
performance.Read more > |
|
|
ASK THE EXPERTS
|
| “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 > |
|
|
| Social Security Gains a Year of SolvencyThe combined asset
reserves of the Old-Age and Survivors Insurance, and Disability Insurance
(OASDI) Trust Funds are projected to become depleted in 2034, one year later
than projected last year, according to the Social Security Board of Trustees
annual report.Read more > | ESG Portfolios Offer Enhanced ReturnsCalvert research finds
evidence that incorporating environmental, social and governance (ESG) factors
into investment decisions improves the investment selection process and
enhances risk-adjusted returns.Read more > | Social Security Statements Not Changing BehaviorsStudies reveal that
while Social Security benefit statements increase individual’s knowledge of how
much they can get and when, it has not changed claiming behavior.Read more > | Health Care Providers Attuned to Retirement ReadinessSixty-eight percent of
health care organizations say helping employees accumulate income for
retirement is the primary goal of their retirement plan.Read more > | MassMutual Call Center Reps, Participants Can Co-BrowseMassMutual is introducing website co-browsing
for call center representatives and participants.Read more > | Conference Calls Deserve Meeting Etiquette TooWorkers surveyed identified the most annoying
behavior on conference calls.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. |
|
|
|
|
|
|
