(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 21st, 2016

PSNC 2016: The Intersection of Health Care and Retirement

How can plan sponsors’ benefits programs address health and retirement plan benefits all at once? Chris Luongo, vice president, strategy, investment and marketing at ADP Retirement Services, said, “There is no one solution to the problem.” “Deciding which benefits to prioritize needs to be an overall strategy of an organization—every benefit has a symbiotic relationship with another,” according to J. Brian Coleman, vice president of total rewards and human resources (HR) shared services for Dawn Food Products.Read more >

PSNC 2016: The 30,000-Foot View

Two industry leaders take the big-picture view of employer-sponsored benefit programs, participant trends, and what will likely stay or change in the short and long term.Read more >
Participant education and communication must be part of a plan sponsor’s culture to get participants engaged with the retirement plan.Read more >

PSNC 2016: DC Plan Investment Menu Trends

Keeping it simple for participants, paying attention to fees, and considering money market reform are transforming DC plan investment menus.Read more >

PSNC 2016: Understanding Stable Value

The use of stable value funds within defined contribution plans has evolved substantially in recent years and decades, with more changes right around the corner.Read more >

PSNC 2016: DOL and IRS Audits

The IRS has announced a new strategy for retirement plan compliance efforts. What should plan sponsors do to prepare for their next compliance check questionnaire?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 may 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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