(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
March 27th, 2015

Announcing the 2015 Plan Sponsors of the Year

PLANSPONSOR is pleased to announce the 2015 winners for our annual Plan Sponsor of the Year awards, across eight categories.Read more >

EBRI Calculates Savings Needs by Age and Gender

Because of their greater expected longevity, women generally have to save more than men for a successful retirement.Read more >

Employees Leaving Wellness Incentives on the Table

Getting employees to take full advantage of incentive-based health improvement programs can be a challenge.Read more >

Near Retirees Can Expect $400K in Health Care Costs

A report suggests health care costs will consume a rising percentage of Social Security benefits for future retirees.Read more >

Incentives Bring Needed Participants to Wellness Programs

An EBRI analysis found individuals who first completed a health risk assessment after an employer offered a financial incentive had greater health risk than those completing it pre-incentive.Read more >

Examining Risk Management in TDFs

One long-time portfolio designer says addressing risk in TDFs is a bit like playing a game of whack-a-mole: Focusing too much on one risk lets the others run rampant.Read more >

IRS Extends Closed DB Nondiscrimination Relief

The Internal Revenue Service (IRS) has extended temporary nondiscrimination relief for defined benefit (DB) plans that provide ongoing accruals but that have been amended to limit those accruals to some or all of the employees who participated in the plan on a specified date.Read more >

Court Dismisses Fidelity Float Income Suit

A federal district court has ruled float income is not a retirement plan asset belonging to participants.Read more >

Oral Misrepresentation Enough to State ERISA Claim

A pension plan participant who claims he didn’t receive promised credit for service can proceed with his lawsuit.Read more >

The Principal Releases Retirement Transition Program

The Principal’s retirement transition program aims to build confidence and provide resources to pre-retirees.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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