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


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 >
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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