(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 30th, 2015

Optimism Doesn’t Match Retirement Readiness

While 81% of respondents to a survey feel optimistic about their financial future, only one in five feel “very prepared” for retirement.Read more >

Introducing Automatic Enrollment to K-12 403(b)s

“In 22 states, plan sponsors can use automatic enrollment right away,” Matt Spina, executive vice president and chief operating officer at AdminPartners, told attendees at the National Tax-Deferred Savings Association (NTSA) 403(b) Summit in Nashville.Read more >

OneAmerica to Acquire BMO’s U.S. Retirement Business

OneAmerica and BMO Financial Group have reached an agreement for OneAmerica to acquire BMO’s Milwaukee-based, U.S. retirement services business, BMO Retirement Services.Read more >

Sponsored message from MassMutual

Eric Weitsma, SVP of Retirement Services, Sales and Worksite Education with MassMutual discusses Plan Health, Financial Wellness and the Convergence of Benefits with Alison Cooke Mintzer, Editor-in-Chief of PLANSPONSOR.Read more >

Should the 15-Year Catch-Up Be Eliminated?

“Do the experts have any thoughts on the 15-year catch-up election?  Do you think it is a desirable plan provision? If not, can it be eliminated? What are the potential issues/impacts of elimination?”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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