(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 2nd, 2015

Study Finds ‘Secrets’ to Retiring Early

The Allianz “LoveFamilyMoney” study examines patterns among American workers who plan to retire early.Read more >

Risk or Date: What’s Your Target?

Even with the option to be more conservative or aggressive, most retirement plan participants still stick to a moderate glide path, Nathan Voris, large market practice leader for Morningstar Investment Management in Chicago, says.Read more >

Investment Deliberation Remains Critical

Two experienced Employee Retirement Income Security Act (ERISA) attorneys suggest the Tibble fee case ruling is a positive for retirement plan sponsors—highlighting important best practices that many have already adopted.Read more >

DOL Wants More Control Over Plan Audits

The Department of Labor (DOL) says its study on the quality of benefit plan audits performed by certified public accountants reveals serious issues with the current system.Read more >

Ask the Experts – What Is a 1035 Exchange?

I received a form from a participant in our 403(b) plan requesting a “1035 exchange”. What in the world is a 1035 exchange?”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

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