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July 28th, 2015 |
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ASK THE EXPERTS
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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
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| TDF Customization Adds Considerable ComplexityA 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 PlanFully 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 ProgramAddressing 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. |
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