(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 24th, 2015

The Need for a Better K-12 Plan Design

Lack 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 >
“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 Solvency

The 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 Returns

Calvert 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 Behaviors

Studies 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 Readiness

Sixty-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-Browse

MassMutual is introducing website co-browsing for call center representatives and participants.Read more >

Conference Calls Deserve Meeting Etiquette Too

Workers 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.

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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