(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 5th, 2015

Employees Value Financial Education from Employers

Employees could use more education about budgeting and debt, a survey finds.Read more >

SEI Launches Institutional Catholic Values Funds

New fund products from SEI invest according to principals set forth by the Catholic Church.Read more >

Will the DOL Proposal Make Me a Fiduciary? Part II

“I read with great interest your recent Ask the Experts column about a benefits manager who worked with consultants to put together investment information for an ERISA plan’s fiduciary committee concerned about his/her fiduciary status. Were you saying that the individual in question was NOT a fiduciary? It sounded to me as if the individual could certainly be a fiduciary, even though that was clearly not his/her employer’s intent as was stated.”Read more >

PLANSPONSOR’s 2015 Participant Survey

PLANSPONSOR’S 2015 Participant Survey finds that workers participating—or not—in employer-sponsored plans still find themselves a long way from the summit.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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