(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
November 25th, 2014

PLANSPONSOR 2014 DC Survey

PLANSPONSOR’s 2014
Defined Contribution Survey is now online. Read more >
LIMRA, a financial
services industry trade association, is conducting a 403(b) plan survey to help
retirement plan providers better serve the needs of K-12 school districts and
schools. The survey will only take 10 to 15 minutes to complete. Those who
respond to the survey may enter a prize raffle and are eligible to receive
aggregate level survey results when the study is complete. Individual responses
will be kept confidential and will not be used for marketing purposes. Please
take the survey here. Read more >

Men More Aggressive in Parking Lots During Holidays

Chances are that driver hitting something or
someone in a busy parking lot this holiday season is a man, according to
CarInsurance.com’s new survey. Read more >

Ask the Experts – Ongoing Notice Requirements

“I realize there is an important upcoming deadline for certain plan
notices—the QDIA, automatic enrollment, and ADP/ACP safe harbor plan notices—all
of which are due to be distributed to participants by December 2. In addition to the annual distribution of
these notices are there any ongoing notice requirements? Do I need to provide
some or all of these notices to new hires?”
Read more >
ASK THE EXPERTS
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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