(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 23rd, 2015

Personal Analysis Needed for Faculty Reluctant to Retire

Unconfirmed assumptions often appear to underlie a reluctance to retire among higher education institution faculty, TIAA-CREF finds.Read more >

AllianceBernstein Says Many TDFs Fall Short

Target-date funds (TDFs) are not as dynamically managed as they could be, according to a new report from AllianceBernstein.Read more >

When Procurement Is Involved in the RFP Process

“More frequently we’re starting to see requests for proposals (RFPs) [for retirement plan service providers] go through procurement departments,” says Kathleen Kelly, managing partner at Compass Financial Partners in Greensboro, North Carolina.Read more >

Non-ERISA 403(b)s Off the Radar

Non-ERISA 403(b)s are not under regulatory scrutiny. Is that a good thing or bad thing?Read more >

Sponsors Should Be Encouraged to Use Auto Features

A recent survey looked at the reasons retirement plan sponsors do not use automatic plan features.Read more >

Why Form 5500 Fee Info Doesn’t Match Plan Expenses

I am commencing the process of reviewing the 2014 Form 5500 for our calendar-year ERISA 403(b) plan. I noticed that the fees listed in Schedule C are lower than what I calculate plan expenses to be based on the service provider disclosures that are delivered to us, as well as other documentation. Shouldn’t these figures reconcile?”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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