(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 14th, 2014

2014 403(b) Buyer’s Guide

The 403(b) Buyer’s Guide includes profiles of the providers that service 403(b) plans, which market segments they serve, and the services specific to 403(b) plans they provide.Read more >

A Plan Sponsor Makes Participation Easier

Microsoft had a desire to help participants optimize benefits usage and their retirement readiness.Read more >

Evaluating Outsourced Chief Investment Officers

The outsourced chief investment officer (OCIO) search is a formidable task even for experienced retirement plan committees, says Ronald Klotter, managing director of Strategic Investment Group.Read more >

Form 5500 Filings Can Reveal Prohibited Transactions

Employee Retirement Income Security Act (ERISA) retirement plan sponsors should be on the lookout for prohibited transactions that may or should be revealed on the Form 5500 filing.Read more >

Endowment Index Widely Available

Historical index data for the Endowment Index is now available through major index and investment databases.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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