(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 10th, 2016
Automatic roll-ins can supplement automatic enrollment, according to Spencer Williams with Retirement Clearinghouse.Read more >
Defined contribution retirement plans are a constant subject of research and analysis, but that doesn’t mean they describe plan participants’ readiness with real accuracy.Read more >

How Plan Sponsors Should React to Market Volatility

Dean Aloise with Xerox HR Services shares actions DB and DC plan sponsors should take due to the recent market swings.Read more >
Brad Holterhaus, director of Tax-Exempt Markets at Principal, shared plan design and fiduciary best practices for 403(b) plans with a group of attendees of the PSCA’s 69th Annual Conference.Read more >

Factors Included in Fee Decisions

Litigation has increased retirement plan sponsors’ focus on plan fees, and they need to know all their choices to make the best decisions.Read more >

What to Anticipate from Washington for Retirement Plans

While retirement industry regulators have been busy, not much has come out of Congress affecting retirement plans, but that may soon change.Read more >

Fiduciary Rule Considerations for Plan Sponsors

Some actions were made clear by the rule, but there are still grey areas.Read more >

The new Actuaries Longevity Illustrator released by the Society of Actuaries (SOA) and the American Academy of Actuaries is billed as an easy-to-use online tool that calculates longevity risk on an individual basis and according to a variety of scenarios.Read more >

Tips for Reviewing SPDs

“We just received a draft summary plan description (SPD) for our retirement plan for review. I am new to reviewing SPDs; do the Experts have any suggestions as to how I should review? Thanks!”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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