(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 16th, 2015

Health Insurance Critical for Retaining Employees

If they lost their health insurance benefit, nearly one-third (31%) of employees surveyed say they would leave their employer within 12 months.Read more >

Social Security Quiz Stumps Most Americans

Most people flunked a 10-question survey about Social Security commissioned by MassMutual.Read more >

SageView Opens Office in Colorado

Wayne Roth, a recently hired retirement plan consultant, will set up shop in SageView Advisory Group’s Colorado office, where he will focus on providing retirement plan advisory services to fiduciaries of corporate and not-for-profit retirement plans.Read more >

Do We Have to Hire an Outside Adviser?

“I work at an Employee Retirement Income Security Act (ERISA) 403(b) plan sponsor. We currently do NOT engage an investment adviser for the plan. Instead, we review the investments on our own. Does ERISA require us to engage an outside adviser? Or is it a recommendation as a best practice?”Read more >

PLANSPONSOR’s 2015 Recordkeeping Survey

Our 2015 Recordkeeping Survey profiles 66 providers seeking to capture sponsor attention with the right balance of value and service.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

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

Advertising: advertise@strategic-i.com

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