(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
March 22nd, 2016

All Employees Have Financial Wellness Needs

There are diverse needs among different employee groups, but emotions about financial wellness are consistent among all, a Fidelity survey finds.Read more >

The Upside of Aging: More Investment Opportunities

Aging populations worldwide will create investment opportunities for institutional investors.Read more >
Instinctive decisionmakers admit their retirement savings habits are not ideal, and they agree that one-on-one meetings are the best way for them to receive information.Read more >

Lack of Documentation Trumps Verbal Designation

A deceased participant’s previous phone call to his employer’s benefit center asking to change his retirement account beneficiary cannot be relied on to determine where the money should go.Read more >

Principal Offers Help with Fiduciary Responsibilities

A handbook and a couple of checklists help retirement plan sponsors get their fiduciary houses in order.Read more >

Adviser to Nonprofits Affiliates with PlanMember

Michael E. Martindale of Haven Financial Group in Salem, Oregon, has affiliated with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in Salem, Bend, Corvallis and Eugene.Read more >

White Paper Helps Guide Auto Enrollment Decisions

A white paper from Paragon Alliance Group intends to aid defined contribution plan sponsors in deciding whether auto enrollment is right for their plans.Read more >

What Is a Prohibited Transaction?

I work in the benefits office of a large museum. Our recordkeeper mentions on a fairly frequent basis that they are attempting to avoid ‘prohibited transactions.’ What is a prohibited transaction?”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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