(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
July 28th, 2015

Beyond Auto-Enrollment: Financial Wellness Education

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

TDF Customization Adds Considerable Complexity

A white paper from J.P. Morgan suggests custom target-date strategies can add real value to retirement plans, but the complexity of customization can quickly overwhelm the upside.Read more >

Two-Thirds of Private Sector Workers Offered Retirement Plan

Fully two-thirds (66%) of private industry workers were offered a retirement savings plan in March, the Bureau of Labor Statistics found in its National Compensation Survey. In state and local government, 99% of full-time workers had access to retirement and medical care benefits.Read more >

A Plan Sponsor Implements a Financial Wellness Program

Addressing all of employees’ financial concerns can increase retirement savings behavior and outcomes.Read more >

Can a 403(b) Offer Managed Accounts?

“Can a 403(b) plan offer managed accounts?”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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