(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
May 6th, 2016

Employer, Employee Decisions Can Change Savings Picture

The Government Accountability Office (GAO) found many individual and employer decisions can substantially raise projected DC plan savings at retirement, especially for low-earning households.Read more >

The Employer’s Role in Retirement Advice

Retirement plan sponsors have a role to lead and inspire employees and provide good resources.Read more >

Best Practices for 403(b) Plans

403(b)s are still catching up with plan design and fiduciary best practices.Read more >
“I see what appear to be state-sponsored 403(b) and 401(k) plans, but I thought that states were not permitted to sponsor such plans. Can the Experts please clarify?”Read more >

Developing a Financial Wellness Program

More and more employers are interested in offering financial wellness help to employees, and there are several methods for which to do that.Read more >

IRS to Discuss Sick and Vacation Pay Deferred to 403(b)s

A webcast in June will address issues related to accumulated sick and vacation pay deferred to 403(b)s and 457(b)s.Read more >

Strategic Benefit Services’ (SBS) retirement plan business expanded its offerings to include a focus on mergers and acquisitions (M&A). SBS will add the requisite layer of due diligence to retirement plan administration that is often missing from merger and acquisition projects.Read more >

A survey found that almost half of workers say they have gained weight at their current jobs, and they offered reasons why.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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