(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
March 31st, 2017

Editor’s Note

It was a wonderful night at the PLANSPONSOR/PLANADVISER Awards for Excellence Dinner at Chelsea Piers in New York City! Cocktails, dinner, and most importantly, awards. Coverage of the awards presented are in this edition of (b)lines.

Plan Sponsor of the Year Awards Winners

Meet the winners of our 2017 Plan Sponsor of the Year awards. Read more >

Retirement Plan Adviser of the Year Awards Winners

Meet the winners of our 2017 Retirement Plan Adviser of the Year awards. Read more >
ASK THE EXPERTS
Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@issgovernance.com with Subject Ask the Experts

Retirement Plan Adviser of the Year Finalists

The 2017 PLANSPONSOR Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Read more >

2017 Plan Sponsor Service Stars

The 2017 Service Stars were officially recognized at the PLANSPONSOR/PLANADVISER Awards for Excellence Dinner, and each of the nine Service Stars will be profiled in a story in the April-May 2017 issue of PLANSPONSOR. Read more >

DC Survey Provider Awards

PLANSPONSOR’s annual Defined Contribution (DC) Survey provides important client satisfaction information, as it measures and evaluates 401(k) and other DC providers according to feedback from our own plan sponsor clients. The three highest-scoring providers in each of 22 major service categories earned Best in Class awards, as did those providers with an net satisfaction rate above the asset group’s benchmark score (listed in each chart). “Service Commendations” were given to recordkeepers who did not receive Best in Class honors but had 90% of clients either “completely” or “mostly” satisfied with a particular service offering to receive a Service Commendation. Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@issgovernance.com

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