(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
June 9th, 2015

Solving the Retirement Crisis

How willing are plan sponsors to embrace change and innovation to fend off the retirement savings crisis?Read more >

Using an Adviser or Consultant for Your Plan

Judy Leccese, retirement plans manager at Cabot Corporation, a Plan Sponsor of the Year finalist, outlined the process of searching for a retirement specialist adviser for attendees of the 2015 PLANSPONSOR National Conference.Read more >

Plan Transitions

What are the best practices when your plan starts the process of transitioning to a new recordkeeper?Read more >

The Intersection of Health Care and Retirement

Workers have to consider how their well-being, and their spouse’s, will affect their lifestyle and costs in retirement. Will they have to adjust their budget to cover an unexpected diagnosis? Have they planned for assisted living later in life?Read more >

The Evolution of Education

Education is moving from away from discussing retirement plan basics and asset allocation to the value of saving, the importance of starting early and financial wellness.Read more >

Bill Supports Electronic Plan Communication

Lawmakers introduced bipartisan legislation they say would modernize the way employers communicate important retirement information by allowing plan sponsors to automatically opt participants into electronic delivery of documents.Read more >

GASB Approves New Accounting Standards for OPEB

The Governmental Accounting Standards Board (GASB) approved two statements it says will significantly improve accounting and financial reporting by state and local governments for post-employment benefits other than pensions.Read more >

Ask the Experts – What Is Gamification?

“A representative from the recordkeeper for our 403(b) plan referred to the concept of ‘gamification’ the other day. I pretended to know what she was talking about, but, in reality, I did not have a clue! What is gamification and should I care?”Read more >

What Participants Really Want

In a presentation closing the 10th annual PLANSPONSOR National Conference in Chicago, Alison Cooke Mintzer, editor-in-chief of PLANSPONSOR, outlined key findings from this year’s PLANSPONSOR Participant Survey.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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