(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 11th, 2014

Selecting and Benchmarking Advisers and Consultants

As with any relationship, it can be hard for plan sponsors to get what they want from a retirement plan adviser unless they define what that means at the start, says Dan Peluse, director of corporate retirement plan services for Wintrust Wealth Management in Chicago.Read more >

A Researcher’s Argument Against TDFs

Baby Boomers and Millennials stand at opposite ends of the career pathway. Does this mean their retirement investments should be opposites as well?Read more >

Regulators Warn About Certain Health Plan Designs

Federal employee benefit regulators have become aware of certain group health plan benefit designs that lack coverage for in-patient hospitalization services being promoted to employers.Read more >

Transamerica App lets Savers See Blind Spots

Augmented reality technology via a mobile application (app) from Transamerica Retirement Solutions can help drive up retirement savings.Read more >

Employees Get Creative When Playing Hooky

America’s workers have either had some sitcom-worthy misadventures this year, or they have gotten more creative with their sick day excuses.Read more >

Should Fund Prospectuses Be Automatically Sent?

“I work at a 501(c)(3) social welfare organization that sponsors an Employee Retirement Income Security Act (ERISA) retirement plan for its employees. I noticed that the new fee disclosure requirements of Section 404(a)(5) appear to only require distribution of prospectuses to plan participants upon request. Does this mean that we are no longer required to automatically distribute prospectuses to plan participants?”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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